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This company is his life's work and mission. Thousands of families are relying on him to keep it going. The stock is down 35% in two days and the laughing stock of the financial world. He's probably unsure of what this means for his ability to raise capital going forward. He's nervous and shook...

They bought a Treasury bill with the proceeds from their convertible sale, moron. It's a cash equivalent. You are in no position to call anybody else a rookie when you post a graphic with fake information to make the situation look more dire than it is, and apparently don't understand basic cash...

My guide Eddy texts me back right way every time. Great employee!

Cash burn is going to decrease this year. Did you read the earnings report?

And what data did you use to come to that conclusion? Shutting down the factory comes along with hundreds of part changes that will reduce the materials cost significantly, over 30%. What's your definition of meaningful? Of course they will wait until their bill of materials is significantly...

Of course they need to raise cash, that math has been obvious for quite a while now. Ideally they will get a loan from the DOE rather than diluting equity holders more.

Elon says a LOT of stupid things on X. In this case he was responding to a totally false chart of Rivian's cash and extrapolating that out. The chart shows Rivian with 7.9 billion in cash, when in fact it is 9.4 billion (an increase from Q3 due to the convertible note raise). This is because...

Yes, the service center fixes of defects is part of the gross loss and something Rivian is trying to fix with this massive simplification of the vehicle and parts supplier changes coming in April..

There is no widening loss per vehicle. They guided to a larger gross margin loss in Q4 due to the lack of EDV deliveries. The margins per vehicle have continued to improve despite the larger total gross margin loss. Claire reiterated that R1 is basically contribution margin positive right now...

Listening to RJ repeat the same lines over and over without actually answering the questions is very frustrating. I wish he were more candid and less of the corporate speak.

They ripped the footage from Rivian and added a few annotations. I've seen this done by AI in several other videos

Sure, a lot of what I have read has come from the internet, people who know people at Rivian, etc. The most concrete thing I could point you to that comes from the company is RJ's description of the shutdown from the latest earnings call where RJ specifically mentions change to the body...

Yes they are. And the white vehicle is no smaller than the green one. The rear door line is in exactly the same location on the fender. The vehicles have the same body. The refreshed vehicle has chrome delete, thinner light bar, possibly rounder headlights, and a new set of wheels.

This looks like a refreshed R1, if anything. And the roof is totally distorted and weird at the back. Could be a manipulated image

I check the R1S shop daily because, well who the hell knows why, I enjoy following the company. The only dual motor vehicles available now are max packs. They are having no problem moving the smaller packs. The standard and standard+ vehicle were gone within hours. The large packs take 1-2 days...

You can not get the all terrain package with standard, only with standard+

Reserved from the public shop on 1/29 and they texted me yesterday expecting delivery the week of 3/4. It did say 1-2 weeks at the time, but I notice they've updated it to 1-5 weeks

I think the stadium lights are too polarizing for the "mass market" vehicle. I like the smaller light on the R2, and keeping the stadium on the flagship product.

This is most definitely the R2. I mean even all of the numbers start with 2. I really don't like the "Bronco Sport" look of that rear window, but we'll see.

Just got RN036052 from the public shop!