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  1. Out of Spec seemingly confirms R1 refresh in about a month

    Rivian can discount old inventory by a few thousand, after the refresh is out. Wall St wonā€™t care, since the old inventory is finite and the potential revenue loss is capped
  2. Rivian continues to miss out on revenue

    Rivian is already paying for the hotspot data we use. Rather than frame it as new revenue, think of it as Rivian isnā€™t losing more money, ie less cost, by subsidizing our wifi hotspot. They should at least make their money back on this.
  3. Honest kids…..

    Youā€™re raising a smart kid
  4. Ford "PRICE WAR" drives RIVN under $10

    No one is going to subscribe to FSD at $99 who hasnā€™t already
  5. Charging Station Rating in new Rivian software update -- Wassym interview

    Good info on how the charging station grades (A-F) are determined and how it works on Rivian.
  6. Ford "PRICE WAR" drives RIVN under $10

    Continuing to purchase more today.
  7. Toyo Open Country A/T EV tires new release

    Thatā€™s incredible efficiency if consistent!
  8. Massive Tesla Reddit Auto-ban happening

    rcnfive is nuts and completely lost it
  9. Out of Spec seemingly confirms R1 refresh in about a month

    If R1T has 1000hp+ and lockers on the Ascent trim, that might be very compelling to consider upgrading
  10. Out of Spec seemingly confirms R1 refresh in about a month

    If youā€™re replacing the ECUs with network-based ECUs, replacing the wire harness with 30% less cabling, and retooling the plant, it would seem to be an opportunistic time to introduce a refresh. Otherwise, youā€™re going to have to stop the plant again later for the refresh. Weā€™ve also seen a...
  11. Tesla Driver calls Cop on Rivian Driver

    Yeah but the Rivian was attempting to charge haha. The law canā€™t say: ā€œTeslas onlyā€
  12. Ford "PRICE WAR" drives RIVN under $10

    Iā€™m 80% sure there will be lots of people in about a year saying: I wish I bought rivn at under $10.
  13. Tesla Driver calls Cop on Rivian Driver

    Itā€™s funny the Tesla driver says ā€œIllegalā€. Iā€™m 100% sure the law doesnā€™t care. Itā€™s a private matter, not a public law matter.
  14. Tesla Driver calls Cop on Rivian Driver

    It is funny. But Tesla should really send out an email, notice, something to Tesla owners that Superchargers are now available to others Or, is Tesla hesitant of that because theyā€™ll lose customers to other car companies? šŸ¤£
  15. Ford "PRICE WAR" drives RIVN under $10

    Short interest at 20%. Itā€™s been around 11% in Q4 2023. So, definitely shorts have piled in.
  16. Cybertrucks in the wild - quick comment

    Yet another Cybertruck offroading fail. Stuck multiple times and needed winch rescueā€¦
  17. Ford "PRICE WAR" drives RIVN under $10

    No one is buying rivn because itā€™s a tech stock. Nor are tech stocks the only play. Most tech stocks are arguably overvalued and riding on AI hype currently.
  18. Ford "PRICE WAR" drives RIVN under $10

    The headline is bigger than the bite
  19. Ford "PRICE WAR" drives RIVN under $10

    Yeah itā€™s possible theyā€™re liquidating inventory, like Rivian is aiming to do.


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