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Rivian Stock Tumbles after Amazon announces Stellantis Van Deal

Zoidz

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This is part of why it's risky to give a partner like Amazon exclusivity in your tech stack.
 

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This is part of why it's risky to give a partner like Amazon exclusivity in your tech stack.
I believe S-1 said exclusive to that specific variant, but they can sell other vans. Most outlets won't pick up that nuance though unfortunately.

Side note: does Stellantis have any significant EV production capability right now? I wonder if this is a 2024 buy.
 
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Zoidz

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Amazon started their delivery service in 2018, so is it a fair assumption that some of those vehicles are apporaching 200k miles or more, and will need replacing in the next year or two? Rivian won't be able to meet the demand? ?
 

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Amazon MO:

Step 1) Hire/partner with a supplier with promising IP and get contract entitling you to some or all IP/get them dependent on you

Step 2) Find second supplier to produce said product because supplier 1 cannot meet demand and to reduce supply chain risk

Step 3) Play suppliers against each other and watch them race to the bottom
 

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Amazon started their delivery service in 2018, so is it a fair assumption that some of those vehicles are apporaching 200k miles or more, and will need replacing in the next year or two? Rivian won't be able to meet the demand? ?
Clear case of Rivian not being able to supply Amazon needs quickly enough.

The vans from Stallantis probably is for European market, where they already have EV presence.

Amazon has over 400,000 truck and van drivers world wide so its a matter of doing business in foreign country as an US company. There are offset expected to do business in other countries from their governments.
 

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I don't think it was every realistic to think Rivian would supply all of Amazon's van needs. Amazon already bought some EV vans in Europe from Mercedes, too.
 

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I don't think this deal will change Rivian's ability to operate or deliver vehicles. It's just bad for shareholders. Rivian can make up ground, in time by delivering a superior product and getting repeat orders and more customers for their commercial vans. The stock will be bumpy based on the news cycle.
 

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Most of the tech and EV sectors are down today, not sure if it's 100% related. Amazon will need more than 100K EV delivery vans globally if they want to transition. I think Rivian will do fine. Their bigger opportunity is expanding beyond Amazon and their Fleet operations.
 

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they can't open their fleet to other customers until 2023 though right?
 

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JB's way of saying "Where are my f##@!!! Vans" . Don"t count on any additional Rivian resources being diverted from van production for a while.
 

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JB's way of saying "Where are my f##@!!! Vans" . Don"t count on any additional Rivian resources being diverted from van production for a while.
yeah, ...spool up the R1T/S delay email (# X)...or Rivian can just continue with their MO and let the delivery windows arrive and fly-by without a mention...lol...they have us as a captive buyer.
 

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At some point Rivian will need to stop over-promising and not delivering.

Missed deadlines over and over and over. Us poor reservation holders have no choice but to put up with it (for now at least). And they've completely taken advantage of that.

Amazon isn't under the same constraints as us.
 

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I don't think it was every realistic to think Rivian would supply all of Amazon's van needs. Amazon already bought some EV vans in Europe from Mercedes, too.
I took this photo in April. Not sure who the manufacturer is.

Rivian R1T R1S Rivian Stock Tumbles after Amazon announces Stellantis Van Deal 1641411293027
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