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I remain skeptical. If they’re talking a $25k price point, it’s probably sub-200 mile range and L2 charging only. There could be a market for that, but it’s a niche market and not a mass market. Also remember that the shortest time we’ve ever seen from a promising product announcement to a...

I wouldn’t hesitate to buy an R2 based on my R1 experience. I’d probably wait for the second year of production though. I’ve reached my limit of early adopter issues across multiple products. My assumption is that the sales & support function will dramatically expand as the R2 comes online...

I’m not enough of an engineering person to do the math myself, but this seems incredibly optimistic compared to what Rivian has shared. I’ll believe it when we hear something official from Rivian. I’d believe the large pack numbers if they were in the 300-325 mile range.

I like the idea but I'm skeptical of the reality. As we've seen from other EV startups, going from concept to production vehicle is more like a 3+ year process. Longer if the factory and infrastructure doesn't already exist. It also requires capital measured in the multiple tens-of-billions...

I’ve heard of a common tax scam in Montana. I can’t say I fully understand the details, but I believe Montana has no sales tax on vehicles purchased by a business. Some people create companies in Montana, sometimes when there isn’t really a business behind it. Then they purchase vehicles and...

Normal is too small to get to cash flow positive. It can get them most of the way, but not all of the way. Cash flow break even is probably in the neighborhood of 500k per year before the tariffs. More with tariffs.

This is not good news at all. Other companies are reportedly seeing sales jump as consumers rush to get ahead of tariffs. I’m surprised Rivian isn’t seeing this same effect. The next year is going to be wild in the auto industry. Jaguar/Range Rover just announced they’re pausing shipments to...

While I'm not in Maryland and don't know this bill, I do know the CARB standards are what will drive electrification more than anything. Manufacturers NEED to have a solid EV product lineup as long as the CARB standards are in place. It doesn't mean that they'll sell only EV's, but it does...

Agreed. I think a good starting point would to have the Nav highlight both the price/kWh and the expected total charging cost when viewing the total trip. Even if the Nav isn’t optimizing for cost, it would help call attention to outliers.

I over-planned my first few EV road trips. I went through PlugShare and made sure all chargers were working. I had backup chargers in mind in case some were broken. I’m now more comfortable with charger reliability, and feel safe just plugging a destination in ABRP or the Rivian Nav. Rivian’s...

The new pricing does sting. I used to go out of my way to use RAN. I'm pretty indifferent now. I have trips that utilize DCFC roughly once a quarter. I had stopped doing detailed route planning in Colorado, as the charging infrastructure was getting good enough. Now I feel I need to go...

We're an all EV household, but just one Rivian. We only want one big car for the household. It's a possibility when the R3 comes out, but we'll see what else is available at the time.

This is all great discussion on cost accounting, but I think the largest tariff impacts to Rivian will be indirect. The top questions and thoughts on my mind: 1. The entire North America auto supply chain is about to be raped, with OEM's possibly needing to bail out their suppliers. Will...

I hope it's coming. At least if it's smart enough to recognize the EA membership. It wouldn't be nearly as useful if it doesn't recognize the membership. I'd say about half the issues I've had at EA stations is related to the payment readers not working correctly. P&C would make a huge...

I've been trying to figure out some of these tariff things myself. It's pretty murky, and we really need to wait for guidance from Rivian. Here's what I've been able to guess at. The broad outlines I've figured out is that steel imports vary heavily by use-case. Most of the steel used in...

I was looking through the lists of some of the cars most impacted. Tacoma's and 4Runners are all made overseas, and likely have very few US made components. Same with Land Cruisers. It also looks like a lot of truck/SUV engines and transmissions are made in Mexico, even for cars assembled in...

The tariff PR piece was incredibly vague. If I'm interpreting it correctly, it will initially apply only to vehicles where final assembly happens outside of the US. They will later establish a methodology to determine US made components. I don't think those writing it actually know much about...

I have the Grizzl-e Duo, and it works fine. You're fundamentally limited on charge rate when charging both simultaneously, but I've always been able to charge two EV's overnight without issue. I could potentially see an issue if both cars get driven to near-0% on the same day, but that never...

I'm glad this got spun out. I remember seeing their talk about an e-bike and thinking about what a distraction it was from their main products and goals. A spin out makes sense, particularly if there's some underlying Rivian products/IP that are differentiated from other similar companies...

Here's my prediction of what happens next: 1. Everyone kinda gets used to CCS and using that pesky adapter when using a NACS station. Most people don't think about it much. 2. Some charging networks start switching CCS cables to NACS cables. The internet is flooding with whining and...