RJ interview on CNBC - May 8, 2024

[1T2022]

who is the tech leader then?

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[Stickboy46]

Depends on the product. Really the only product that apple has that is Market leader is the ipad and that's just because they were so far ahead of the game that the 3rd party software for other ones never really took off.

Apple really isn't a tech leader anywhere else. They are just good at repacking other peoples ideas and marketing the crap out of them.

 

[1T2022]

how about iPhone? MacBook Air?

 

[Zeusy Zeus]

You have consistently moved the goalposts. This discussion was specific to the EDV, reference Amazon being a bad partner and not acting in good faith. You stated they were not, and said they were reducing orders. When confronted with a lack of evidence to support this claim, you shifted to their failure to increase orders, instead of an actual decrease in orders, to support your position. When confronted with reasonable analysis as to why they would do that, you have now shifted to the R1 to confirm your unfounded reasoning.

A truly impressive display of dissembling. Do you happen to be a lawyer?

Honestly you went zero to a hundred here for absolutely no reason. It’s not that serious and I’m simply stating my personal opinion of what I’ve seen and what could very well happen. Just as you’ve stated yours. There is no proof that Amazon will fulfill their entire order and I’d argue on the contrary they’ve shown reluctancy to. I get it you want them to succeed as do I but there are legitimate obstacles in the way. EV adoption is just not where it needs to be for Rivian. If you live in California sure you see them everywhere but other parts of the country want nothing to do with them. Either way as I mentioned in my opening statement it’s not that that serious. Cheers ?

 

[Ralph]

You have consistently moved the goalposts. This discussion was specific to the EDV, reference Amazon being a bad partner and not acting in good faith. You stated they were not, and said they were reducing orders. When confronted with a lack of evidence to support this claim, you shifted to their failure to increase orders, instead of an actual decrease in orders, to support your position. When confronted with reasonable analysis as to why they would do that, you have now shifted to the R1 to confirm your unfounded reasoning.

A truly impressive display of dissembling. Do you happen to be a lawyer?

Thank you very much for this. Truly made my day. I wish someone would train a bot to respond similarly (factual, with no ad hominem attacks, etc.) across the net.

 

[Stickboy46]

how about iPhone? MacBook Air?

Both in no way shape or form a technology leader in their space. Many many many better options than both out there.

 

[1T2022]

name it

 

[Stickboy46]

name it

No point. The fact that you asked means you are one that ate up the marketing. Anyone with any ounce of tech sense knows that iPhones generally incorporate tech that is a few years old and then market it as new.

They are not a technology leader and no one in the tech space thinks that. Are they insanely profitable? Yes. Namely because they take old tech and sell it at a premium due to marketing to gullible people that things Apple = Top end.

 

[1T2022]

I am listening, please name it. Packaging thing together to sale a desirable high end product is tech.

 

[kurtlikevonnegut]

No point. The fact that you asked means you are one that ate up the marketing. Anyone with any ounce of tech sense knows that iPhones generally incorporate tech that is a few years old and then market it as new.

They are not a technology leader and no one in the tech space thinks that. Are they insanely profitable? Yes. Namely because they take old tech and sell it at a premium due to marketing to gullible people that things Apple = Top end.

One of my favorite pass times is waiting for things that have been standard on Android for years to come to Apple products and then listen to Apple people as they tell me how incredibly useful and innovative they are.

 

[Stickboy46]

I am listening, please name it. Packaging thing together to sale a desirable high end product is tech.

See that's where you are lost. That is not Tech. That is marketing. You've obviously bought it hook line and sinker. That's ok. Lots of people do.

Back to my original statement, Apple is a marketing company that sell tech (older tech).

You can go down the list of every Iphone / Macbook and point out where every "new" thing they added that they made up a snazzy name for is actually just 2-3 year old tech you could get on mid range products from other providers.

 

[Stickboy46]

One of my favorite pass times is waiting for things that have been standard on Android for years to come to Apple products and then listen to Apple people as they tell me how incredibly useful and innovative they are.

Yup. "Well your android doesn't have (insert apple marketing name for a common piece of tech), so it's not as good because Apple said so"

Very very good marketing company

 

[ryunited]

While Alexa integration is imperfect (it REALLY irks me that there is no solve to correct how it pronounces names) it is SO much better than the voice command functions in our Y.

If it could just receive and answer texts based on voice command (I'll admit it may be possible already and I just haven't figured it out) then I think it's totally passable.

I really missed my Android Auto when we got the Y, but have been enjoying the Alexa in the Rivian as a step up since we added it to the family.

 

[mwexler2]

No news but they asked him about the Apple rumors and the Tesla Supercharger issue. Got the typical non-direct answers CEOs usually give but the Apple rumor answer was not "No" and there was maybe some RJ body language they make me think maybe????

I heard the answer very differently. He talked about how they had a vertically integrated software stack, not just for the UX, but also the MCUs and that was a core part of the architecture that “could be leveraged for other products.” And that Rivian’s stack has significant value.
I read that as him saying that he sees a software partnership more as Rivian supplying software for other’s products rather than using other’s software for Rivian’s products.
He didn’t explicitly rule out using other’s software, but implicitly stated that they wouldn’t replacing any of the software that created core value.
My interpretation is that has vision is being a software provider to other auto companies who want a modernized software defined vehicle system rather than incorporating other companies software in Rivian.
The only way is see having third party software there is in areas that they don’t consider core. I’m thinking music and video streaming or providing navigation data. But I still see them as requiring that their human interface guidelines be followed and their ability to iterate and innovate on CX and features would not be limited.

 

[mwexler2]

Small correction, are you referring to the Apple Watch blood oxygen sensor lawsuit? This is not the heart rate monitor. Apple has now removed the O2 sensor on newer Apple Watches because of this court battle.

Sort of. Apple turned off this feature, in software, in the US. You can buy an Apple Watch with this feature outside the US (e.g. Singapore). Same watch. Slightly different firmware.

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