When the Model S released, Tesla was relying on 3rd parties for most of the parts. They've shifted to more in-house stuff since then. In-house is also not inherently faster. Development and refinement of parts from scratch can add significant delays when compared to using standard parts from suppliers or even modified versions of standard parts. Both paths have the potential for delays.To hit 1000 (combination of Amazon vans, R1S and R1T); I predict June 2022. I predict the first vehicle to a customer (employee of Rivian) will be made within 2 weeks of IPO (either before or after IPO).
To guide me;
- use Tesla Model S production ramp-up numbers as basis for what a manufacturer can theoretically do (worth noting - Tesla is vertically integrated, and does not rely on 3rd party suppliers as much as traditional auto companies. In theory - this can reduce delays)