Donald Stanfield
Well-Known Member
These would make great service vans.
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Your crushing our collective dreams.I don't think there is a big enough battery to overcome the aerodynamics need for 300 miles. What is the mi/kwh for the Amazon van traveling 70mph?
Pricing is out... not sure what you're talking about.So why don't I see the pricing anywhere? How much is it going to cost? Is Rivian still losing money on these as well? I bet they do.
You aren't looking hard enoughSo why don't I see the pricing anywhere? How much is it going to cost? Is Rivian still losing money on these as well? I bet they do.
Adding to this:
The Amazon contract is cost plus so in reality they never really lost money on those.So why don't I see the pricing anywhere? How much is it going to cost? Is Rivian still losing money on these as well? I bet they do.
When people talk about "losing money per vehicle" they're mostly just taking total losses divided by total vehicles sold. The unit economics or whatever of the trucks/vans doesn't come into it.The Amazon contract is cost plus so in reality they never really lost money on those.
They did not lose the Amazon number ordered they just escalated the end of the exclusive portion of the contract. Amazon has stated they still want the 100k units.When people talk about "losing money per vehicle" they're mostly just taking total losses divided by total vehicles sold. The unit economics or whatever of the trucks/vans doesn't come into it.
Excited to see more of these around, the Amazon deal was a good guaranteed outlet for vans and losing them as a guaranteed customer (which I think also happens when exclusivity drops?) will need to be offset by a lot of smaller fleet sales.
Rivian was NEVER losing money on the EDV as their contract with Amazon is cost plus. So whatever it costs them to make plus a fixed amount or percentage margin. You cannot lose money on that deal.So why don't I see the pricing anywhere? How much is it going to cost? Is Rivian still losing money on these as well? I bet they do.
The rest of the Amazon contract is enforced currently. So Amazon is still going to buy the vans. What the issue was is Rivian assumed Amazon would buy the vans as fast as they made them up to the 100k but that Rivian had 10 years on their end to make that many.When people talk about "losing money per vehicle" they're mostly just taking total losses divided by total vehicles sold. The unit economics or whatever of the trucks/vans doesn't come into it.
Excited to see more of these around, the Amazon deal was a good guaranteed outlet for vans and losing them as a guaranteed customer (which I think also happens when exclusivity drops?) will need to be offset by a lot of smaller fleet sales.
I thought the exact same thing. I also wonder how soon people will start decking them out as camper vans, like the dodge sprinter. Alex Honnold had said he fully expects to live in one one day. (Or perhaps he was pandering to the audience, that was during the partnership announcement that spent batteries are powering homes with his charity foundation...)Funny electrek completely missed the trade customers in its reporting, this would be a great van for trades like plumbers, electricians, etc…
I think Alex lives in a van now, or at least did at one point. Its probably accurate not pandering. If he makes it long enough with all the free soloing he does. There aren't a whole lot of old free solo climbers.I thought the exact same thing. I also wonder how soon people will start decking them out as camper vans, like the dodge sprinter. Alex Honnold had said he fully expects to live in one one day. (Or perhaps he was pandering to the audience, that was during the partnership announcement that spent batteries are powering homes with his charity foundation...)
Either way, I sure hope you're right, hope to see some tradesmen in them on the road soon!