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  1. Cosmacelf

    2022 Q1 Earnings Report & Shareholder Letter

    Yeah, they’ll have to execute really well in the last two quarters this year. RJ did say that they see light at the end of the tunnel wrt parts shortages. And they’ve run their manufacturing line at burst mode at much higher volume, so those two things together seems to give them confidence...
  2. Cosmacelf

    2022 Q1 Earnings Report & Shareholder Letter

    Yes, this. Rivian will have to switch to a delivery center model at some point since the drive to home isn’t scalable. Also, most of their Q1 manufacturing was last 2 weeks of March, so not enough time to deliver. And they are a startup, so not surprised their outbound logistics aren’t up to...
  3. Cosmacelf

    2022 Q1 Earnings Report & Shareholder Letter

    Demand isn’t going to be a problem for Rivian for years, don’t know why people cant see that. Rivian should be devoting $0 to marketing.
  4. Cosmacelf

    2022 Q1 Earnings Report & Shareholder Letter

    Stock is probably underpriced, but they haven’t shown they can actually make 25,000 vehicles this year. Based on the numbers given, it looks like a long shot. Also their GA expenses climbed a lot for a company that can’t make a lot of vehicles. Looks to me like they over hired anticipating a...
  5. Cosmacelf

    Wall chargers

    I’d recommend to install a hardwired 60 amp circuit and get the $500 Rivian wall charger. The extra 8 amps of charge over a 14-50 outlet will be nice. Any full size truck or SUV like the Rivian gulps electrons compared a small Tesla.
  6. Cosmacelf

    Wall Charger with SplitVolt

    Nice! I always like using a wall charger anyways since they are more robust and usually last longer. FYI, Splitvolt web site: https://www.splitvolt.com/
  7. Cosmacelf

    R1S guide contact?

    Received via email and signed my PBA yesterday for my R1S reserved Nov 2018 for San Diego delivery. No 8 step process yet whatever that is (unless PBA is step one or two).
  8. Cosmacelf

    Charging and pass through power

    I‘d be looking for a second circuit. Either a higher power one like a TT-30 30A circuit, or use a second 20A circuit to power either your charging or your accessories.
  9. Cosmacelf

    R1S Guide Contact about to happen! [Email received]

    Yep, my guide call today for my R1S said initial deliveries started last week, so who knows. Exact same thing happened during the early days of Tesla. No one communicates in these startups 😄
  10. Cosmacelf

    April - May 2022 Delivery Club/Hype Thread

    Yahoo! Early R1S reservation holder here in San Diego and I just got my guide contact email tonight, with call schedule for tomorrow (Tuesday). First question I’ll be asking is if I need to change config to get it faster. Second question is can I test drive either the R1T or R1S before delivery.
  11. Cosmacelf

    Any evidence of load sharing capability with Rivian chargers?

    The J1772 Tesla EVSE isn’t even listed anymore at the Tesla store, so maybe they discontinued it.
  12. Cosmacelf

    Any evidence of load sharing capability with Rivian chargers?

    While the Rivian EVSE is a good deal, it doesn’t currently have load sharing, so just look for another EVSE that does.
  13. Cosmacelf

    Finding a Hotel with a Charger

    This Tesla adapter seems to be highly rated, and they’ve been selling it for years. Should work with any non Tesla EV that needs a charge from a Tesla destination charger. http://www.umc-j1772.com/index.php?route=product/product&path=17&product_id=102
  14. Cosmacelf

    April - May 2022 Delivery Club/Hype Thread

    Sure. You can always change it back when you have been contacted by a guide, and see if it’ll make a difference.
  15. Cosmacelf

    April - May 2022 Delivery Club/Hype Thread

    The X works well on the freeway, I would expect the R1S to also handle well there, but I'll let you know. That's assuming my wife will let me drive "her" R1S.
  16. Cosmacelf

    Rivian update email with R1S guide promise

    Oh Gawd No. That's not a laughing matter!!!
  17. Cosmacelf

    Rivian update email with R1S guide promise

    I'm an R1S reservation holder since November 2018 and I just today got this email (I had an April-May delivery date previously): "It’s almost time to meet your Rivian Guide! Next week, we’ll start reaching out via email. Once you hear from us, you‘ll be able to connect directly with your Rivian...
  18. Cosmacelf

    April - May 2022 Delivery Club/Hype Thread

    Woo hoo! I just got this email. I'm an R1S reservation holder since 2018 and I had a previous April-May delivery email: "It’s almost time to meet your Rivian Guide! Next week, we’ll start reaching out via email. Once you hear from us, you‘ll be able to connect directly with your Rivian Guide as...
  19. Cosmacelf

    April - May 2022 Delivery Club/Hype Thread

    I had updated my config a week ago before they adjusted my pricing back to the original pricing. Now that they've changed my pricing back to original, I noticed that my config changes were gone. So I had tp update the config again. So, check your config, especially after the price changes back...
  20. Cosmacelf

    R1S's are being delivered (according to Rivian customer support)

    A lot of what goes on at Rivian can be explained by saying they are a startup. All startups are messed up!
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