yizzung
Well-Known Member
- Joined
- Jul 30, 2020
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- 50
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- 794
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- Location
- California / Colorado
- Vehicles
- R1T | Audi allroad
- Occupation
- Tech
Don’t disagree — there are billions of reasons to keep Amazon happy!My two cents: from a business perspective, very smart to focus on Amazon. Why?
-Amazon owns a piece of the company; they were willing to invest a lot, when Rivian needed capital;
-Amazon alone has provided about 2x the R1S and R1T holders - one 'person', double the orders;
-Amazon is tough: if they don't get what they want, the contract pretty much let's them walk away; Rivian can probably predict somewhat accurately how many of us will walk.
Ordering 100K commercial vehicles (10K per year) is nice but it won’t represent 2X the volume of consumer orders at the factory. It should barely represent 10% of the annual volume once orders/production ramp. Maybe 20% this year at most?
Also, the article cited not much actual reporting of anything. Didn’t say what “focus” on Amazon actually means. But whatever.
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