New Delivery Delay Confirmed - My R1T Delivery Pushed From October to end of February, 2022.

[CarterGee]

I'm not saying there isn't a delay. I posted on Reddit saying that my Spidey Sense is telling me there probably is.

But I'm increasingly skeptical of these revised timelines from 2019 preorder holders in Georgia that seem to have all taken place over the phone. I've asked and asked but still have not seen a single piece of real confirmation for an October delivery, at all, or a confirmed delay. I text my Guide all the time. I have my receipts. Where are these receipts?

Come on y'all, this is an internet forum 5 days before IPO. Demand the receipts! ?

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[TXR1S]

The delays are super disappointing, I’m sure even 10x for the people getting the calls.

If I am putting it all together correctly ( reports here and on Reddit), everybody that has gotten a delay was a 2019 preorder.

It seemed weird that there would be any 2019 guide contacts before all 2018 LE guide contacts, right?

I really wonder if there was just a big SNAFU and maybe some 2019 people got guides that actually shouldn’t have, and accidentally got a date that was just never accurate for them.

Never attribute to malice that which can be explained by incompetence……maybe???

 

[Zoidz]

Meanwhile Toyota seems the have it together.

https://jalopnik.com/toyota-took-the-chip-shortage-in-stride-and-made-billio-1847995593

Toyota Took The Chip Shortage In Stride And Made Billions
The automaker said Thursday that it had quarterly profits of $6.7 billion.

Click bait headline by Jalopnick. That's not what Toyota has been reporting - they have had multiple factory shutdowns. The Jalopnik headline is misleading, and even their article has a quote that indicates otherwise. PROFITS were up due to cost cutting and reduced marketing costs. Toyota has supply chain issues like everyone else.

"CFO Kenta Kon credited cost control, better inventory management and improved pricing power for the resilient results, even as Toyota cut back on production. Tight supply of vehicles and high demand, for example, enabled Toyota to curb incentives and slash marketing expenses."

Aug 19:
The move will affect 14 plants in Japan and reduce output by about 140,000 cars and trucks next month, the company said. In the United States, Toyota expects to produce about 80,000 fewer vehicles next month than it had previously planned. The company is also cutting production in Europe, China and other countries.

Sept 22:
"Toyota announced a temporary production shutdown at its plants in North America. The shutdown is in its third week at the Blue Springs plant. Supply chain issues and a microchip shortage are being blamed."

 

[eggpaul]

The delays are super disappointing, I’m sure even 10x for the people getting the calls.

If I am putting it all together correctly ( reports here and on Reddit), everybody that has gotten a delay was a 2019 preorder.

It seemed weird that there would be any 2019 guide contacts before all 2018 LE guide contacts, right?

I really wonder if there was just a big SNAFU and maybe some 2019 people got guides that actually shouldn’t have, and accidentally got a date that was just never accurate for them.

Never attribute to malice that which can be explained by incompetence……maybe???

Yup, I have been saying since June the guide contacts seemed VERY random. Funny how they are trying to fix it now.

 

[xyskis]

For those of you attributing the delays to the Amazon vans, the recent article on the gender discrimination allegation from the Financial Times reports that Rivian aims to have 10/100,000 Amazon vans delivered by the end of the year.

 

[wizard467]

For those of you attributing the delays to the Amazon vans, the recent article on the gender discrimination allegation from the Financial Times reports that Rivian aims to have 10/100,000 Amazon vans delivered by the end of the year.

That information was in the S1 amendment (the 2nd version), it doesn’t have anything to do with the discrimination issue.

 

[Gator42]

... any nuggets of insight offered by Guide? Slowed down so much.... WHY? You must have asked that.


This has to be the result of production sequencing getting "reshuffled" to move earliest orderers towards the front of the line - within the other logistical and legal constraints.

I've been speculating this might happen as well. The recent, now stalled plan seemed to be to ship trucks to orders in the zip codes near the few ready to go service centers. Now that production is delayed...by the time production begins to move more service centers will be ready...so geography matters less and order date carries more weight.

Just a theory, of course...

 

[Jazzyjeff139]

Yeah, I also think I'll opt out of the DSP after all. I already made my account and requested the full 175 shares, but with this delay it's extremely clear that Rivian is in a far different point of development and production than I had understood.

I agree with others that feel it's time to take a step away from Rivian for a while. Combining my emotional investment with a $10,000 financial investment seems like it would only make it harder to take a break from Rivian.

I agree with you 100%. I was just seated from October, which came and passed, to January/February. But at this point I’m not really thinking that is even going to happen. I don’t believe what they are saying, and I’m losing more trust in them each week with the lack of transparency and when they do speak, it is just scripted!

 

[Jazzyjeff139]

I really don't mind this either, had it been communicated and explained, (several years ago) the purpose of employees getting their vehicle first. I can see it for testing, but not as a reward. The customer needs to be rewarded with the vehicle, as that is the only reason they have a relationship with Rivian. The employee can be rewarded in other ways. We keep them in jobs and in business, but we haven't been rewarded in any way, unless we consider the opportunity to participate in their IPO.

We shouldn't have received the August update. It didn't pertain to us at all. It was for employee preorder holders. Personally, I am only interested in deliveries to our forum members. Some things I had rather not know, such as employee deliveries. I want to know, up front, when we can truthfully expect our deliveries. We'll see how they meet their next deadline, the end of November, for Guide contacts and our estimated date for delivery.

They’ve said they HAVE delivered to actual customers and not just employees. However they have hyped their delivery to employees but not at all to customers! What’s up with that? Go check out how Lucid delivered their first vehicles to their first customers. Great event! Recognizing customers who are buying and supporting. The employees have been getting paid all along and will get their turn to get the vehicles. But without the customers buying them they wouldn’t even have jobs in the future. so I think Rivian dropped the ball. All the pre-testing etc should have been done!

 

[Longhorngirl]

They’ve said they HAVE delivered to actual third party customers and not just employees. However they have hyped their delivery to employees but not at all to third party customers! What’s up with that? Go check out how Lucid delivered their first vehicles to their first customers. Great event! Recognizing customers who are buying and supporting. The employees have been getting paid all along and will get their turn to get the vehicles. But without the third party customers buying them they wouldn’t even have jobs in the future. so I think Rivian dropped the ball. All the pre-testing etc should have been done!

Fixed it for you!

I will say, I am pretty offended by being referred to as a “third party” customer. I find it insensitive. Couldn’t they have just said non-employee customer or anything else doesn’t sound like they are discounting our business. Funny that we had to find out in the S-1, which makes it clear they recognize the difference between the two subsets of customers. They just didn’t think it was important enough to be honest with third party customers to communicate this.

 

[Dbeglor]

Fixed it for you!

I will say, I am pretty offended by being referred to as a “third party” customer. I find it insensitive. Couldn’t they have just said non-employee customer or anything else doesn’t sound like they are discounting our business. Funny that we had to find out in the S-1, which makes it clear they recognize the difference between the two subsets of customers. They just didn’t think it was important enough to be honest with third party customers to communicate this.

I think you have to keep in mind that an S1 is written by lawyers for uptight accountants, other lawyers and investment types, not the marketing department....

 

[Dbeglor]

Go check out how Lucid delivered their first vehicles to their first customers. Great event! Recognizing customers who are buying and supporting.

Those people paid the price of a starter home for that experience. Lucid is intentionally aiming to go toe to toe with Porsche, Mercedes, Rolls, Bentley. An event like that is an expectation in that realm. If we think Rivian customers are entitled, you haven't seen anything...

While you can certainly hope for something from Rivian, it will never be at the level of Lucid when the product they are selling is less than half the price. The expectation should be similar to what Tesla did early on. Warm and fuzzy, but not the spectacle Lucid rolled out.

 

[dsudot77]

The delays are on purpose and directly related to the IPO, Rivian does not want these trucks in the hands of the general public until the IPO happens, everyone who has one of these trucks in under Rivian's thumb currently, and that will remain so until the IPO has come and gone.

The annoying part of that is Rivian is not being transparent about this, or really anything related to deliveries. (other than what they put in their SEC filings)

 

[jjswan33]

The delays are on purpose and directly related to the IPO, Rivian does not want these trucks in the hands of the general public until the IPO happens, everyone who has one of these trucks in under Rivian's thumb currently, and that will remain so until the IPO has come and gone.

The annoying part of that is Rivian is not being transparent about this, or really anything related to deliveries. (other than what they put in their SEC filings)

This chatter has been on here for months and I didn't used to agree but with the S1 and the discrimination complaint (which also mentioned the strategy of delivering employee vehicles first). All but confirmed in my opinion.

 

[CarterGee]

I've been skeptical recently of people who have reported that their delivery has been pushed back. And, frankly, I think for good reason. Reservations were from 2019, from locations outside of service ranges (eg, Boston, Georgia, etc), and there was no paper trail.

However...

I've been able to confirm that Guides have, yes, started reaching out to some people who will experience delays because of supply constraints. I do not know how many people this affects and I don't know what kind of person it affects. Trends could emerge if those who get contacted share details, but I don't know of any specific configurations or locations that would be impacted over others. If you have an "end of November" date and haven't heard anything, you're still on track. The plan is the plan until it isn't the plan anymore.

While I'd definitely appreciate more proactive, general comms to address the situation so we don't all get spun into a tizzy, it does appear that Rivian is trying its hardest to be transparent with customers while (probably) balancing how to handle an impending IPO. It feels like a waiting game praying you don't get "the call" — and who knows, everything could slip for any reason — but that's where we're at.

And that's all I can say

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