The Elephant in the Room [ADMIN WARNING: NO POLITICAL DISCUSSION]

[Mark_AZR1T]

Rivian’s future won’t hinge on a Presidential election—the challenges they face run far deeper than any market fluctuation. Momentum is hard-won, but once it starts to slip, regaining it is almost herculean. We love our Rivians, we believe in the product and the company’s larger vision. Will they survive independently? That’s anyone’s guess. But one thing’s certain: the legacy of this incredible product will endure.

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[Florida Panhandler]

Populism generally means whatever makes the leader more popular to the crowd is what the policy will be. What this means for Rivian is who is in the leader’s ear. Elon Musk will likely be given a prominent role and it might be up to him if Rivian can access any Federal funds. So who knows at this point? This despite the fact Elon relied on massive government assistance all the way up to now.

 

[Mark_AZR1T]

Populism generally means whatever makes the leader more popular to the crowd is what the policy will be. What this means for Rivian is who is in the leader’s ear. Elon Musk will likely be given a prominent role and it might be up to him if Rivian can access any Federal funds. So who knows at this point? This despite the fact Elon relied on massive government assistance all the way up to now.

Rivian is an asset to Tesla, and no threat of any kind. Rivian is less than a blip on the radar at this point and frankly, I think Elon would prefer that Rivian does well.

 

[Jonger1150]

Rivian’s future won’t hinge on a Presidential election—the challenges they face run far deeper than any market fluctuation. Momentum is hard-won, but once it starts to slip, regaining it is almost herculean. We love our Rivians, we believe in the product and the company’s larger vision. Will they survive independently? That’s anyone’s guess. But one thing’s certain: the legacy of this incredible product will endure.

#1 customer satisfaction holds a lot of value. I think if this all came to pass a full year ago VW would have just bought Rivian and forgot the Scout project all together. I don't think RJ would have given it up then.

 

[Morphine]

Elections! Yeah!!

 

[Ohm Boy]

To the Admins, in response to your warning:

This NOT a political discussion!! It is a discussion about business impacts of the election results, and would have occurred irrespective of the outcome of the election!!

The thread and its conversation are needed by us Rivian owners and us Rivian shareholders. So don’t fuck things up for the entire Rivian community here by incorrectly characterizing this as a political thread. Address people on an individual basis who are CLEARLY posting negative things about a political party or negative things about a candidate.

The DJIA was up today 1,508 points. Is saying that political too?

OHM BOY

 

[ndmiller]

If you think it doesn't matter, then you're clueless.

Excellent, welcome to ignore.

 

[White Shadow]

Excellent, welcome to ignore.

Doesn't hurt me, it just hurts you because you obviously have a lot to learn. I work as senior management in finance at a large public corporation. Shareholder value is THE driving force of the business.

 

[hammick]

Much of today's movement in the stock market - be it the broader upturn or specific downturns - I think are initial reactionary results to the election. I think the market will "settle" over the next couple of weeks. That being said, I placed an order for a Gen 2 R1S with the loyalty discount yesterday, and the increase in my stock portfolio today alone is going to fund about ⅓ of my purchase price.

Only if you lock in the earnings by selling the funds. The market is going to tank at some point.

 

[ukyank]

The election changes nothing. Rivian will live or die based on the success or lack thereof of the R2. Nothing more, nothing less.

Any other discussion is just noise

 

[ukyank]

Ramos produces quite a few of their EVs, just a start to the expected tariffs on Mexican imports.

Mexican imports cannot be tariffed without congressional action

 

[CrazyOne]

Good bye to any federal funding for Rivian. Charging money will go to existing the network vs helping build new ones. Credit card requirement will go away for a start. So will CCS requirement.

 

[Grabs10]

Rivian has very high chance of going bankrupt unless it turns around quickly. They just can’t sell their vehicles. Losing $7500 tax credit may be the fatal blow to its survival. A good company but the market only rewards the best and the first disruptor. Being second seldom gets rewarded.

Does Rivian qualify for $7500? Thought it was $3750 and likely to be gone in a year or 2 with increasing battery material sourcing and US content as require by the IRA and not to mention the ridiculous msrp cap and income caps instituted by the IRA. My opinion the IRA has done more to screw over Rivian than the upcoming admin will as he didn’t touch the the previous EV tax credits during 2016-2020. He gets rid of the EV tax credit in the IRA it applies to very few Rivian’s currently anyways on purchase. Also the IRA was passed by congress and Senate and signed by the president. Not sure the president has the power to “pen” away the IRA.
He may be able to pen away direct spending parts of the IRA but to get rid of it would take a repeal on a congressional level which wouldnt have the votes imo. He will be able to nit pick things away but it should stay mostly intact like the affordable care act has during Trump’s last term.

the biggest downfall for Rivian was and is the IRA vs the previous EV tax credit law which would be much more beneficial to Rivian financials.

 

[hammick]

Our glass is way below half empty today. Both of our cars are EVs. I own my Lightning and its resale sucks so we will keep it long term. My wife's Ioniq 5 Limited lease is up next August. Was hoping to get an R1S at the beginning of next Summer. That isn't happening now. I'd still consider a used '25 but it would have to be a hell of a deal with all the risk.

No way we can go back to ICE or Hybrid. We have a reservation for a Scout SUV but I'm betting production gets delayed if not cancelled altogether.

I'm worried Musk might try to renege on his Supercharger contracts now that he has a very good chance of becoming the world's first trillionaire. I can only hope he has a falling out with Trump and starts focusing on expanding his charging network. If he has a top spot in the administration he will allow harm to Tesla as long as it causes more harm to Ford and GM.

 

[Donald Stanfield]

Doesn't hurt me, it just hurts you because you obviously have a lot to learn. I work as senior management in finance at a large public corporation. Shareholder value is THE driving force of the business.

I don't often agree with you, but this is taught in freshman business degree programs. The single function of the board of publicly traded companies is to increase shareholder value. That is their legal obligation, and they can face penalties if they do anything different.

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