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I'm not sure there's evidence of any new demand problem. On the Q2 earnings call, RJ said Q3 deliveries would likely be down as they build inventory following the Q2 shutdown. And while they've now reduced the 2024 production guidance (due to the supply issue), they're maintaining the 2024...

R1S was the best-selling SUV in its category (large premium) in the world's fifth largest economy. The other 49 will catch up as national charging infrastructure matures and macro conditions improve. Your list is full of legacy vehicles that start at much lower price points, and no one expects...

In Q2 2024, the R1S was the best selling large SUV in California, outperforming the following vehicles you may have heard of: Chevy Suburban/Tahoe, GMC Yukon, Lexus TX, Cadillac Escalade, Mercedes GLS and LR Range Rover.

I'm having this exact issue with a Rivian Wall Charger (dedicated 60A circuit). Started happening this summer, don't remember it happening last summer. It's frustrating because we charge overnight, and under our TOU plan, the cheapest "off-peak" hours are only 12 am to 6 am, so we need to...

I started seeing this around the same time as you, same situation - Rivian Charger, SoCal, charging in the garage. Got the vehicle in late 2022 and this never happened last summer. Going to report it to Rivian.

Deep Apple Music integration with new “Connect+” subscription.

We drive in All Purpose locked into standard height 95% of the time. We only use auto height, and sometimes Conserve, on long road trips. We got 28,000 miles on the first set of tires, and when we switched them out, the wear on the inside edge was still noticeably worse. That said, I think we...

Interesting, thanks for posting! Wonder what the price point for LFP standard range will be?

My R1S delivered in Nov. 2022, VIN 1720, and I've only received the opt-in email. Rivian said they are going by delivery date, so I expect that thousands of R1T's are in line ahead of the early R1S VINs.

Yes, but if it is any type of "refresh," they won't promote it until they've sold off existing inventory. I'm still hoping for a broader R1S lineup that reduces entry price (LFP standard battery?) while maintaining avg selling price.

From the investor letter: "We believe that the operating plan for our Normal factory at 215,000 units of annual production while executing against our cost efficiency roadmap will allow Rivian to generate positive free cash flow excluding growth capital investments in new production capacity...

Agreed. Maybe Apple supplies cash to get GA plant up and running in exchange for long term software/AI partnership? Still seems unlikely, but a guy can dream...

Some of this was inevitable. Real competitors finally arrived, and they are gaining EV market share while Tesla loses some. A good chunk of the early adopter crowd is moving away from Tesla now that they have more options. I'm an example of that - we got a R1S without even considering a Model...

Yep, X will buy it when it's down to $4.20.

Dunno. I suspect management thinks a lot about capital markets, but sticking it to short sellers on any given day probably isn't high on their priority list.

Nice try. Well thought out plans don't culminate with firing hundreds of people without notice in the middle of the night.

Even more reason for Rivian to continue the RAN buildout. It's a tough year, but Rivian continues to gain EV market share while Tesla's share falls. Best of luck to Tesla on the AI/FSD/robotaxi/robot gambit, if it ever succeeds it could be amazing. Meanwhile, Rivian can focus on building...

I think you make a great point! But I remember Rivian saying that placing it in the back saves costs for R2/R3? Maybe they'll reconsider.

I hope not. At least not until FSD reaches true Level 5 autonomy, which IMHO is still many years away (if it ever happens). I bought a Model 3 with Enhanced Auto Pilot in June 2018, then paid to add FSD in spring 2019 when Tesla discounted it to $2,000. I've used FSD sporadically since then...

We have 2 EVs (Model 3 and R1S) and two chargers, each on its own circuit. 99% of our charging for both vehicles is done between 12 am and 6 am, which is our utility's off peak window. My wife puts a lot of miles on the R1S each day, and the second charger helps ensure that the R1S battery is...