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  1. Kevlar

    Not looking too good for continued operations beyond 2025

    Just c Curious if you’re still bullish on your Rivian?
  2. Kevlar

    Not looking too good for continued operations beyond 2025

    “Rivian is the best performing stock in my portfolio” - No One Cancelled my order and got my deposit back. Been a long journey and failed in execution. I feel like I dodged a bullet.
  3. Kevlar

    Rivian Layoff 10% Staff and Lowers Production Forecast for 2024

    so what likely happens now? does someone swoop in and buy Rivian as a distressed asset? This is no longer a positive story and one of pending reorganization and management turnover. Great product concept and market, I just didn’t think it was executed well.
  4. Kevlar

    Not looking too good for continued operations beyond 2025

    https://www.foxbusiness.com/lifestyle/rivian-to-lay-off-10-percent-of-staff Rivian is laying off 10% of salaried staff. Seems like a bold move for such an innovative company. I don't think this BT post from last year has any merit at all.
  5. Kevlar

    Are R1T / R1S really 'Adventure Vehicles'? Discuss...

    Absolutely. This entire process since 2019 has been an adventure.
  6. Kevlar

    Focus most on R1S over R1T trucks?

    https://www.thecooldown.com/green-business/rivian-pivots-electric-pickup-truck-suv/ What do you guys make of this article? Win “Truck of the Year” then don’t minimize focus on trucks? curious what this means for consumers in the market.
  7. Kevlar

    Not looking too good for continued operations beyond 2025

    Nice FT article - https://www.ft.com/content/ff4002a9-57a3-448c-af49-f665f38340ae - Rivian's CFO expects the company to earn a gross profit in 2023...enough cash to maintain operations through the end of 2025 - Rivian has become a key player in the economy of Normal, Illinois - Market...
  8. Kevlar

    COMPASS YELLOW R1T Photos

    I used to drive a G500 when they were uncommon. I worried about anytime I showed any lack of automotive curtsey that the car was so noticeable it was susceptible to retaliation after the fact. Might not even be driving related...you could annoy someone in a 7-11 and they's always know where...
  9. Kevlar

    Matchbox Rivian R1T is Released!

    Can RJ look into the guys who were able to get those to market and ask if they want to join the 1:1 scale team?
  10. Kevlar

    Info on why max pack preorder holders "whine"

    I don't underestimate Amazon's role in this bigger picture. The delta between AMZN's existing investment and what AMZN might decide to bring to the table with AWS services could create new opportunities for Rivian logistic and fleet management software. Few can speak to AMZN's appetite for EV...
  11. Kevlar

    Info on why max pack preorder holders "whine"

    Kinda over the whole MaxPack thing. RJ is running a case study in how not to manage market expectations and I feel like Rivian is what happens when software engineers design hardware but that's an uninformed criticism because i don't know what types of engineers Rivian hires. I do know that I...
  12. Kevlar

    Official Rivian Email: Updates on Purchasing Adventure Gear -- Certain products will no longer be available in the configurator

    I do so love my Rivian emails. Always interesting and open each one with excitement to learn what and how they have modified the original vision of an "adventure vehicle". This email doesn't really impact me but I am left feeling like they keep scraping the vision just to make the company...
  13. Kevlar

    Where's my Tank Turn?

    Where's my tank turn? ---where's my truck?
  14. Kevlar

    Info on why max pack preorder holders "whine"

    Last 6months have left me feeling baited and switched. When my journey with Rivian started, they had an idea for an adventure vehicle, and I had a want for an adventure vehicle. I expressed early interest like so many others, in the form of a pre-order from a selection of configurations that...
  15. Kevlar

    Jul-Sep 2022 Delivery Group (Pre price hike)

    FWIW, i was able to get on the Boston First Mile event. I had to chat/call them and ask for access which they granted. Had I not leaned in...i'd not have gotten an invite. Furthermore, now I a guide has called me and it seems that i am making process in the system. For years I hadn't gotten...
  16. Kevlar

    Jul-Sep 2022 Delivery Group (Pre price hike)

    I am May 2019 pre-order just north of Boston. No word from them on first mile in the Boston metro for June 14. Rivian should do the right thing and at least let us see the vehicle. May'19 R1T, FG, BM, 21", MaxPack
  17. Kevlar

    ? RJ's Letter -- Making it Right -- REVERSING THE PRICE CHANGE FOR PREORDER HOLDERS

    What a comms disaster. Im glad they don't make safety equipment...oh wait. (still a good case study on what not to do).
  18. Kevlar

    Would you sell a product below cost?

    A good point! Ongoing subscriptions is a place to incentivize pre-sale reservation holders to stay onboard. I'd consider a discount on subscription fees as a reason to pay the price and stay the course. I hope they know that they will need to do something to keep interest and avoid the churn...
  19. Kevlar

    Would you sell a product below cost?

    You can sell a product at cost if you cross product subsidize and have a strategic imperative to create top line revenue growth. It's crappy and potentially unsustainable business but it can be done if that's your plan. You can't only manage costs and create share holder value. Is Top...
  20. Kevlar

    Who's Still In?

    Im still in -- but more as a case study at this point. I have been more than shocked at Rivian management decisions and as a shareholder, they might just want to focus on fleet vehicles going forward and abort the consumer market efforts. Based on their decisions, comms and timing, it's...


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