kurtlikevonnegut
Well-Known Member
I think Rivian has already figured this out. The way I interpret the more recent Rivian news is that they are going to really focus on hitting their 100k commitment to Amazon to unlock their ability to market the EDV platform to other fleet operators and work purposes. I personally think the pushback of the R2 line is a result of a decision to focus on cranking out the EDV at max capacity. They likely will have significantly higher margins on EDVs sold to fleet managers other than Amazon, so this will also help their bottom line until the R2 comes along.I actually agree with you. The biggest impact EVs of all shapes and sizes will make is in the commercial and government market. Work trucks and buses and taxis are out there far more than you or I in our individual vehicles.
I think Rivian would be smart to eventually get into that market too and use the lessons learned form making the amazon vans and “adventure” vehicles. A stripped down R1T with optional tool storage would be very popular IMHO.
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