Activist_Investor
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We are in the month of March. To deliver the first R2 to a customer in 2025 is to build one vehicle in 21 months or less. I am absolutely positive that Rivian workers can deliver one R2 to one customer in 21 months time.
The story the public and investors want to hear is about first delivery and then subsequent increases in the rate of production. That story is a late 2025 story and an exciting one! Any story about 2026 is a disappointing story.
I’m so confused by how badly the executive team has presented the delivery timeline story for R2. The story should be: “first deliveries by late 2025“.
"2026" as a word and as an idea occupies no space in the human mind whatsoever, but “next year” is something we understand and something fundamentally tied at a neurological level to feelings of optimism and excitement. Investor sentiment can be drastically swayed to be positive by having the R2 story be "first deliveries by late 2025". It does not conflict with the goal to build the machines that build the car. It does not conflict with any blocking processes related to the manufacturing line.
Also, please update the R1 story on the website to reflect the existence of R2. Highlight air suspension, capacity, quad motor, max battery, availability, etc. Differentiate it further on the R1 page in light of the newer model now being known. Understand the costs in marketing per purchase and spend to keep sales at 57k or higher. Do a special edition that is just trim and color or partnership to keep it fresh. The car looks good in two yellows, three greens, two blues, two reds, two blacks, two whites, two silvers. So offer the car with those. It is a perpetuation of logical fallacy to offer "one choice per color".
The single most important focus should be on adopting new technology in car design (build it yourself if necessary) and couple it with online market research tooling (build it yourself if necessary) to digitally iterate to the most appealing car Rivian could produce, a million or more a year automobile. Someone is going to do exactly this and I would rather it be Rivian. Set some default size parameters based on the existing R2 & R3 platforms, use no human designers (for this effort), let the ChatGPT LLM or comparable system constantly mutate on form while displaying the output to real market research participants in effective sample size until one design wins as the most desired. If you think this sounds impossible you are under informed. R1 is 50-100k a year, 200k a year if selling internationally. The R2 is 100-200k a year, 300-400k if selling internationally. The R3 is 75-150k a year, 400k internationally. The next one needs to use same platform and be a 1 million a year car. Alternatively two additional designs on the same platform that add up to 1 million additional demand. RJ should be focusing here or hire/acquire the person who can.
Build the machines that builds the machine. - Elon
Develop the software that designs the machine. - Me
If you have RJs email send him this please! Thank you!
The story the public and investors want to hear is about first delivery and then subsequent increases in the rate of production. That story is a late 2025 story and an exciting one! Any story about 2026 is a disappointing story.
I’m so confused by how badly the executive team has presented the delivery timeline story for R2. The story should be: “first deliveries by late 2025“.
"2026" as a word and as an idea occupies no space in the human mind whatsoever, but “next year” is something we understand and something fundamentally tied at a neurological level to feelings of optimism and excitement. Investor sentiment can be drastically swayed to be positive by having the R2 story be "first deliveries by late 2025". It does not conflict with the goal to build the machines that build the car. It does not conflict with any blocking processes related to the manufacturing line.
Also, please update the R1 story on the website to reflect the existence of R2. Highlight air suspension, capacity, quad motor, max battery, availability, etc. Differentiate it further on the R1 page in light of the newer model now being known. Understand the costs in marketing per purchase and spend to keep sales at 57k or higher. Do a special edition that is just trim and color or partnership to keep it fresh. The car looks good in two yellows, three greens, two blues, two reds, two blacks, two whites, two silvers. So offer the car with those. It is a perpetuation of logical fallacy to offer "one choice per color".
The single most important focus should be on adopting new technology in car design (build it yourself if necessary) and couple it with online market research tooling (build it yourself if necessary) to digitally iterate to the most appealing car Rivian could produce, a million or more a year automobile. Someone is going to do exactly this and I would rather it be Rivian. Set some default size parameters based on the existing R2 & R3 platforms, use no human designers (for this effort), let the ChatGPT LLM or comparable system constantly mutate on form while displaying the output to real market research participants in effective sample size until one design wins as the most desired. If you think this sounds impossible you are under informed. R1 is 50-100k a year, 200k a year if selling internationally. The R2 is 100-200k a year, 300-400k if selling internationally. The R3 is 75-150k a year, 400k internationally. The next one needs to use same platform and be a 1 million a year car. Alternatively two additional designs on the same platform that add up to 1 million additional demand. RJ should be focusing here or hire/acquire the person who can.
Build the machines that builds the machine. - Elon
Develop the software that designs the machine. - Me
If you have RJs email send him this please! Thank you!
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Investers in a automotive manufacturing company want them to focus on building and delivering vehicles, not developing software to design cars. YOu want to see Rivian stock drop to zero? Have them announce that they are developing AI software to design cars with no human input. 
