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I stand corrected on the scope of the NACS specification. The point I was trying to make was that the NACS adapters we are going to receive from Rivian are for DC fast charging only. The L2 adapters that are being discussed in this thread are for AC charging only and they generally were designed...

I think almost everyone understands what you are asking for here, but for anyone who doesn't, it is probably worth clarifying. NACS is a DC fast charging standard that uses the physical connector of the old Tesla Charging Standard and the low voltage signaling of CCS. Tesla vehicles built prior...

I believe this is about the infrastructure bill. Tesla wants to be eligible for the upcoming billions in federal charger subsidies. That won't happen unless their chargers are open to other brands. I think the RAN network will be open for the same reason.

Next quarter earnings will be terrible. And I'm the glass half full guy! The whole financial community is expecting the shut-down to result in a bad quarter. The question is whether they exceed bad expectations. There is potential good news when they announce the Illinois incentive...

I totally agree with this favorable article about the R2/R3. https://insideevs.com/features/711750/why-i-reserved-a-rivian-r2/

Companies do JIT, but they are contractually obligated (often) to buy minimum quantities. You use it, sell at a big discount, scrap some inventory, or buy your way out of the obligation without accepting delivery. Takes some serious effort to minimize write downs.

Redundancy is difficult to design in and adds a lot of expense. The failure rate is also many times higher because of the number of components that you add to the system. First, you add a second motor. Then, you should add a second sensor to measure steering wheel angle. What if the two...

I've been reading and watching some of the Cybertruck reviews with interest. This conclusion from Edmunds Cars seems typical. "If you want a working truck, buy the Ford. If you want a versatile, fun, electric truck to support an active lifestyle, buy the Rivian. And if you want a Cybertruck, buy...

I can't wait for Christmas morning either, but let's let Rivian work through their Normal process. If you listened to the last quarterly call, they have already chosen vendors who will supply for both the R1 and R2. R1 is getting cheaper to manufacture and it is a great vehicle. Part of the...

I think this is a brilliant move. It builds on existing loyalty, and places most deliveries near existing service centers and charging infrastructure. Many of us are already enthusiastic brand ambassadors. Also, there won't be so many of the viral horror stories where an EV rookie can't plan a...

Looks like two new chargers on the I80 corridor between Roseville and Truckee. Great for exploring!

You could be right. However, I think the probability of Rivian going to zero is a lot lower now. It is an asymmetrical risk. You could make a little money if this stock drops to 11, or lose a lot if it takes off to the upside. I think the juice is gone from this trade for the smart short seller...

As I have stated in my 'Glass is Actually Half Full' thread, I'm not a finance professional, and I'm not comfortable recommending individual stocks to friends. There are always too many unknowns for me to have that kind of confidence. It doesn't mean I can't have an opinion. So, in my opinion...

Good discussion. According to Clean Technica, the material cost for a model 3 is approximately $16500. After Tesla's most recent price cuts, their average transaction price for a Model 3 is about $43K. So if Rivian were to get to Tesla-like margins on a $75K vehicle, they should be trying for...

We partially agree. I have great respect for Rivian's management, except for their shareholder communication. The miss on 2024 production, compared to the whisper number, was big. I don't think the stock would have fallen so far without this shock. There was a big sense of disappointment among...

You're about my age, so this might resonate. About ten years ago, I was visiting my father in the nursing home. He said "Listen, I have plenty of money but nothing is fun anymore. Be sure to enjoy yourself while you still can." ... I say go with your heart on this one.

Thanks all for your comments. I originally intended this thread to be about the health of the company, and not so much about the stock. I'm not a finance professional, and don't feel comfortable recommending individual stocks to friends. I don't mind if others do it, it's just not my thing...

True, but if you refer to Tesla's map, zero of the nine will be open to us. As other's have indicated, there alternate routes. I had hoped that this option would become available.

Since Rivian’s last earnings report, there has been much wailing and gnashing of teeth. Clearly the sky is falling. Or is it? You might be surprised if I reveal that I feel more positive about Rivian’s situation than I did 6 months ago. All of this is predicated on my opinion that while the...

No Tesla chargers opening on the 800 mile stretch of I90 between Billings Mt. and Worthington Mn. -- Grump Grump