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electruck

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RPV/EDV is actually capable of up to 17/hr, where R1 is less, believe it or not. R1 line will be updated at some point, but not in the near future.
Actually that's not all that surprising given that Rivian has referred to these as high content and low content production lines. Van assembly should be somewhat simpler thus faster.
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Ralph

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Well, I got the SUV, and I would have thought so too. I also have a lot of CO off-roading family and they all said go with the SUV, it's better for everything.

It's all about the gear tunnel. Seriously. Look at the pics of the Normal plant. All the benches are shaped like the gear tunnel. It's the $80B differentiator.
Given the number of flats during the "reviews" I personally wouldn't go *light* off-roading in a vehicle without a proper spare and a patch kit. The AT tires supplied are simply not up to the task. Any tire with more rubber or thicker side wall will bring an un-spung weight penalty and impact miles.

By all accounts these vehicles perform great with regard to torque and suspension. But weight is a heavy penalty off-road. Pun intended.
 

Gator42

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Totally agree. Would like a filter in the forum to drop any reference to 400 or 800v.
I’m not sure it’s been mentioned but the bigger worry is going to be charger capacity and traffic. Once you start sharing a charger with another patron the speed for both of you is gonna get throttled…
 
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I’m not sure it’s been mentioned but the bigger worry is going to be charger capacity and traffic. Once you start sharing a charger with another patron the speed for both of you is gonna get throttled…
My understanding is that isn't the case with EA.
 

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My understanding is that isn't the case with EA.
My understanding is EA has different generation chargers in the wild. Out of Spec says it happens- at least with the early models…
 

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Fellas stop hyperventilating abt possibility to get in on IPO and a substantial upside. Comparisons to Tesla at their IPO are ludicrous. A proposed $40B - $80B IPO valuation dwarfs Tesla's market cap at IPO and they were already shipping product for a yr. GM's market cap currently is $77B. My pre-order and eventually shipment is enough of a capital risk :)
 

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Well you gotta spend your winnings somehow! Or just use the money saved on gas and service at the slots…..:facepalm:
 

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I love you all dearly but you folks depressed about not making F1 speed level pit stops on your bi- weekly cross continent trips need to move closer to where you want to be:sun:

Seriously, when I watched out of spec on their long haul EV trip in the Porsche they don’t seem to be stopping more than an extra 10 minutes than I’d stop in my current ICE every 150-200 miles. If you can’t add an extra few minutes to your journey maybe this EV thing isn’t for you?


Totally agree. Would like a filter in the forum to drop any reference to 400 or 800v.
Ok, so how slow is too slow for you guys? A 50kw max?

Expecting similar performance to other newly designed/released cars doesn't seem unreasonable. Especially how Rivian markets the vehicles. Having g thst 800v switch at least opens up the possibility to the same level of charging time of most other $50k+ BEVs that are coming out.


Besides, I think I did the math on Reddit in the Motor Trend AMA and determined that they were able to charge about 80kwh (20-80% on the curve) in about 30 minutes on electrify America in real life on a preproduction unit. That sets the average at about 160 KW. The word is that it should also improve over time.

Key takeaway is that it's not just about peak throughput, but also about the overall curve. This sets it at on par with the current Audi e-tron curve and just a touch under the Hyundai egmp platform where it averages at around 190 kilowatt through the curve.
I generally agree. One caveat to your analysis here is battery size. If the R1T managed the same C-rate as the egmp platform, you're talking about 1ess than 15 minutes for 20 to 80%, instead of 30+ minutes. Relative to battery size, with 400/450v, the R1 trucks are charging *much* slower than either the e-tron gt or the EV6. For example, if the R1T would hit 350kW thst would result in a peak C-rate of ~2.6. Which is much less than the hyundai/Kia, model 3/y, Taycan/e-tron GT. The Taycan charges faster at 70% SOC relative to its battery size than the R1 does at peak. which is to say the R1 seems to be very conservative with its charging curve.

If they push a flatter curve and maintain a high kW as the SOC increases, that overcomes the peak rate a bit, but that still creates more heat for the same kW than a 800v system. All signs point to them having a low peak (<220kW) and not having a flat curve relative to the pack, hence the 20-80% is 30+ minutes instead of the 20 to 25 minutes that's more typical currently.
 
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OrthoBlock

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Given the number of flats during the "reviews" I personally wouldn't go *light* off-roading in a vehicle without a proper spare and a patch kit. The AT tires supplied are simply not up to the task.
Given my own experience off roading, I'm not surprised by the tire situation at all. It has been a very rare day where we've had a group of more 5 or more cars on a proper off-roading trail for a day without at least one of the cars losing a tire.... and this is mainly with vehicles running MT tires with thicker sidewalls than AT.

At least in my experience, any off-roading beyond simply driving on fire-roads (or tooling around in rock-free moab), will result in regular flats. One should plan accordingly. Same appears to be true here.
 

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Fellas stop hyperventilating abt possibility to get in on IPO and a substantial upside. Comparisons to Tesla at their IPO are ludicrous. A proposed $40B - $80B IPO valuation dwarfs Tesla's market cap at IPO and they were already shipping product for a yr. GM's market cap currently is $77B. My pre-order and eventually shipment is enough of a capital risk :)
I agree. @80Billion, the near term upside has already been absorbed by those who got in early.
Further context, when Ford IPOed in 1956 they had global sales of 2.5M vehicles, in business for decades, and their market cap, adjusted to today's dollars was 35Billion.

I finished up my DCF analysis last night and have concluded that anything over 20B valuation (even this number is generous) only makes sense if Rivian is valued as a tech company and not an auto manufacturer, similar to Tesla. Maybe Rivian will get its equivalent of Tesla Fanboys that drive up the stock (and I hope they do, because it would help Rivian raise cash as they need it).

From an investment standpoint, I'm a soft pass at the 80B valuation (I'll pick up a few shares because it would be cool, but wouldn't throw any large sums of money at it).
 
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I'd be cool if they did a pay as you use model, not subscription, for the premium Driver+ features. I guess I understand the subscription is more financially appealing but from a customer point of view it'd be nice to use from time to time but not have to pay for it all the time.
Tesla let's you use their autopilot features with a monthly fee. And you can sign up and cancel it as often as you want. So if you want it for a long trip, you activate it for that month then cancel. It's not the best but it's close to what you're asking for. I'm assuming Rivian will allow the same
 

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Perhaps not. Is that 150k R1T/S or just 150k vehicles? I suspect that also includes production of EDVs for Amazon and I don't believe we know the capacity split between R1 and EDV.
We do not know the split but we know the contract is for 10K a year for 10 years for 100K units so that should be their target build rate, may be a little more to catch up for the slower start.
 

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I’m not sure it’s been mentioned but the bigger worry is going to be charger capacity and traffic. Once you start sharing a charger with another patron the speed for both of you is gonna get throttled…
My understanding is EA has different generation chargers in the wild. Out of Spec says it happens- at least with the early models…
I also heard that is no longer how Tesla is doing their newer chargers, certainly was true for the early super charger locations though.
 

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We do not know the split but we know the contract is for 10K a year for 10 years for 100K units so that should be their target build rate, may be a little more to catch up for the slower start.

The S1 has a much more aggressive schedule for the EDVs, 100,000 over three years (or 4 depending on how you want to interpret their "by 2025" qualifier:

Our commercial vehicles will initially consist of EDVs, and we plan to deliver 100,000 EDVs to Amazon by 2025.
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