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My thinking is that a refresh will implement changes that increase reliability and make any issues easier to address. I can't say that with any authority, but I imagine Rivian has been cataloging every major and minor repair over the last three years to inform the refresh. Of course, as a...

Other reasons? Spill the beans. 🙃

This is great. I'm bookmarking your take to read later!

Agreed. I think there should be a big push to accelerate the transition of fuel-hungry transportation to hydrogen fuel cells. Not just long haul trucking, but air and sea travel as well. Each of those sectors are limited to select locations and already require somewhat specialized...

Where was this?

Look for standardization across the board, which may take the form of what you've listed in addition to other changes. The more that product lines are aligned, the greater cost savings will be compared to vehicle-specific cost cutting measures alone. Components that are shared by multiple...

Eh, I disagree. Investors are more likely to prefer Rivian selling most of their inventory ahead of an extended factory shutdown as opposed to entering a shutdown with an excess of inventory. The former positively signals steady/high demand for their vehicles and suggests a period of pent up...

I think they will likely produce shop & custom configurations concurrently. Why? Some prospective buyers are okay with waiting for a custom configuration to be built, while others are more interested in buying a vehicle as soon as possible (Rivian or not). It is in Rivian's best interest to...

Completely agree. Every indicator has been pointing towards an imminent R1 refresh since R2 was unveiled.

I was not tracking the August shutdown. Where was this announced?

I have a pre-price hike order also. I am waiting until after the factory shutdown to decide on ordering.

My guess is that they'll lean hard into the R2 & R3 unveiling, the massive positive public reception of both, and the (presumably) large amount of R2 reservations that they have received as a result. They may also announce, or have already announced, a refresh of the R1 lines to boost demand and...

Which is why they need to refresh the R1 line and distinguish it from R2. Failing to do so will result in a lot of potential R1S buyers waiting for the R2.

My first thought is that the R1S' popularity results in fewer making it to the shop at all. Those that do end up in the shop are being sold at a faster rate than the R1Ts in the same position.

Completely agree. I think one of the biggest incentives for Rivian to refresh R1 is cost savings gained from shared parts across R1/2/3 and a related reduction in overall vehicle complexity (such as network architecture). Aligning under-the-hood can net huge cost savings while still maintaining...

As you might expect, my opinion is that you should wait until after April. There's no doubt that, one way or another, there will still be current R1T's in the shop. With that said, whether they are Launch Editions is another question.

For what it's worth, Tesla's vehicles have operated with only two scrolling buttons for a while now. Basically speaking, the two separate steering wheel buttons allow for the following inputs: scrolling up & down, inward push, and "clicking" left or right. The actions for each control input...

Maybe I'm misunderstanding, but I interpret what you're saying as bolstering my argument that an R1 refresh is likely and intended to bring R1 capabilities in line with those touted for the R2/R3. Of course, doing so will mean that current R1 vehicles will not be capable of achieving the level...

Thank you! And I completely agree. If R1 sales were already falling, slowing, or even just flattening, it's not a good indicator for the next 1-2 years. They have an excellent opportunity to supercharge their lineup and incorporate some meaningful cost saving measures, already planned for R2/3...

The unveiling of the R2/R3/R3X yesterday showcased an updated design language and some dramatic interior hardware/software changes that fundamentally change how the user interacts with and experiences their vehicle. Arguably, the best example of this is the steering wheel's unique buttons...