RJ says R3X is ~2 years away. Confirms R4

[Zathras]

That's quite fair. But many of the Rivian announcements are for PR value with little substance - how many autonomous vehicles is Rivian delivering to Uber this quarter? Next quarter?

No question VWAG needs software help, and they have a desperation deal in place with Rivian. Clever negotiating by RJ and the team, but the rubber hits the road when Rivian software ships on VW group vehicles - otherwise it's all one-time services revenue which provides non-dilutive capital and "progress" towards profitability but anyone worth their salt would reverse out for the purposes of evaluating Rivian's ongoing operations.

Rivian made a number of shrewd bets, including monetizing other IP like Also, while they could. Their marketing team and corp dev team deserves an A+. Now it's up to the non-EDV side of the business to prove there is a real future here. As a 2025 R1S owner, I'm hopeful. But cautious.

I'm pretty sure they seem like a company that's got their act together and are executing. Marketing is essential to a company in this situation, so I'd hardly their marketing efforts of little value. Mind you in journalism school I had to take a marketing class, and the professor flatly stated to a room full of journalists that marketing has little to do with telling the truth, because it's about creating an impression. Still it serves its purpose.

Sponsored

 

[VSG]

R4 PROTOTYPE SPOTTED IN THE WILD

Looks a little small for my tastes.

But on the other hand, it comes with unlimited "car play" ...

I'll see myself out now ...

 

[NY_Rob]

Right. Wasn't the wife the CFO? or something similar. Millions missing? not suspicious at all. /s

Yes she was.. she was CFO & COO, possibly even a bigger crook than hubby

 

[Great Gatsby]

No speculation on what the R4 will be?

A smaller sibling and still on the affordable variant range is all we know. Smaller than R3? A sedan in this day and age? My American brain cannot comprehend anything smaller. My imagination is out of capacity this morning. Someone throw me a bone.

Sponsored