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mkg3

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I'm not saying that it's only competing against the Model Y. What I'm saying is that it will have similar characteristics to the Model Y, and if you're analyzing the market and it's the closest comp, you can see that there is ample room in the market to be successful.

I think for the R2 you'll have people who are cross shopping Subaru Outback/Forester, Jeep Grand Cherokee, Ford Bronco Sport, Tesla Model Y, and maybe Mazda CX-50. There's plenty of room in that market IMO and when compared to those vehicles the overall driving experience will be compelling enough to sell as many as they can make.
Holistically, I agree with you.

Practically, R2 is in less than ideal situation:
1) EV tax credit - gone
2) Service Center limitations compared to dealership network
3) Manufacture incentives and the ability to undercut Rivian on price, transaction to transaction
4) Lack of knowledge of EV ownership at the lower price point

R2 will sell. The question is just how well will it sell.

Without any key advantage/discrimator, R2 is just another mid-sized eSUV. So it become solely a competition of intangibles like styling and preferences.

Unless one is BEV only or loving Rivian brand, all those others that you've listed provides easier ownership for most families, including lower insurance costs compared to BEVs.

The lower one goes into price point, higher the cost consideration becomes to the potential buyers. One cannot apply some of same assumptions to a completely different market segment.
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UnsungZero_OldTimeAdMan

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SANZC02

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He, thinking himself a king, will and do issue all sorts of orders. The real question people should be asking is does he actually have power over each and every instance? And if those who could stand up, in his way, find gumption to do so? Or will they sit and let him be king?
He fired about 18 IGs Friday night, completely illegal as they require a 30 day notice to congress and a detail justification of termination for each one yet no one has done anything about it yet.

Hope we can survive until midterms. ā˜¹
 

UnsungZero_OldTimeAdMan

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He fired about 18 IGs Friday night, completely illegal as they require a 30 day notice to congress and a detail justification of termination for each one yet no one has done anything about it yet.

Hope we can survive until midterms. ā˜¹
Yeeep. Laws are just scribbles on paper if no one is following or enforcing it.
 

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Budman

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From Inside EVs article today

ā€œ Just days before President Trump took office, the Biden administration finalized a colossal $6.6 billion loan for Rivian to finance the construction of its Georgia plant. Now the question looms: Can Trump pull the U.S. government out of its agreement with the EV start-up?

InsideEVs asked Rivian CEO RJ Scaringe about that possibility during a roundtable with reporters. He believes the loan is safe. "We signed a legally binding document with the Department of Energy," Scaringe said.

"Our relationships with Republican congressional members is very strong," Scaringe added. "The loan is for a plant in Georgia, which certainly leans to the right. There's a lot of advantages we see in that as well. But we don't look at the loan and think it's at any significant risk."ā€


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https://insideevs.com/news/749244/second-life-ev-battery-market-to-grow/
 

savethemanual

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That's what's so crazy about this administration trying to rescind the loan and the other IRA funds...many RED states are benefiting tremendously.

American manufacturing, high tech automotive sector...exactly what Trump is pushing for.
 

captainjp

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That's what's so crazy about this administration trying to rescind the loan and the other IRA funds...many RED states are benefiting tremendously.

American manufacturing, high tech automotive sector...exactly what Trump is pushing for.
lol. Many red states already benefited tremendously by the inflated federal taxes that blue states pay.
 

iansriv

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Yup. Demand and production is not the problem. After-sales support is. Within first 24 hours of R2 reservations being open, they got 68k. What they have now has to be well over 155k. Hopeful reservations holders are already reading the subreddits' incessant bitching about service and getting scared.
Absolutely agree. Ive been lucky to not need much SC support but there seems to be a resounding common complaint about SC wait issues. As a big Rivian fan, I hope that Rivian gets the SC issue solved now before the production ramp up.
 

captainjp

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Fun fact:
30% of all service visits are at car dealerships. Iā€™ll leave the rest of the math to yā€™all. The problem doesnā€™t lie solely within the amount of and availability of Rivian Service Centers. Certified repair shops and availability of parts and tools/software for third-party repair is essential for Rivian to be on-par with other major brands. The expectation of Rivian to build SCā€™s to meet 100% demand is completely unreasonable in my opinion. Familiarity and willingness to work on these vehicles along with willingness of owners to allow non-Rivian shops to work on their vehicles.
 

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Gen(R3)Xer

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I thought the site had been cleared and graded so wondering why it will take 12 months before they start construction. If they could do it sooner R3 could be 2027
not 2028. Must have their reasons, just curious.
Trump blocking the loan from the DoT.
 

Golfer04

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Fun fact:
30% of all service visits are at car dealerships. Iā€™ll leave the rest of the math to yā€™all. The problem doesnā€™t lie solely within the amount of and availability of Rivian Service Centers. Certified repair shops and availability of parts and tools/software for third-party repair is essential for Rivian to be on-par with other major brands. The expectation of Rivian to build SCā€™s to meet 100% demand is completely unreasonable in my opinion. Familiarity and willingness to work on these vehicles along with willingness of owners to allow non-Rivian shops to work on their vehicles.
Rivian also has train repair shops, provide the software and physical directions to repair the vehicle. This has always been the solution, but Rivian won't do any of the above. Obviously warranty work is the issue.
 

captainjp

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Rivian also has train repair shops, provide the software and physical directions to repair the vehicle. This has always been the solution, but Rivian won't do any of the above. Obviously warranty work is the issue.
Iā€™m not sure I agree with that. I donā€™t believe that Rivian is actively denying shops the ability to repair. That would be cutting off their nose to spite their face. First and second round warranties are expiring and so that group will no longer need to occupy valuable space at SCā€™s.

Obviously thereā€™s a bit of a learning curve outside of traditional analogue repairs. Itā€™s more likely that in order to be certified to repair Rivian, there will be a process in place. Also, the equipment and software suite probably is not cheap. This shit takes time. They know what theyā€™re doing more than you or I do, and I HIGHLY doubt that there isnā€™t a plan in place. It may not happen as fast as weā€™d all like, but thatā€™s the price we pay for being early adopters.

There are partnerships that have already been established with Tire Rack and Discount Tire. Also, more and more shops have the ability to do Riv alignment. I trust the process and donā€™t believe that Rivian is trying to bogart repairs.
 

Golfer04

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Iā€™m not sure I agree with that. I donā€™t believe that Rivian is actively denying shops the ability to repair. That would be cutting off their nose to spite their face. First and second round warranties are expiring and so that group will no longer need to occupy valuable space at SCā€™s.

Obviously thereā€™s a bit of a learning curve outside of traditional analogue repairs. Itā€™s more likely that in order to be certified to repair Rivian, there will be a process in place. Also, the equipment and software suite probably is not cheap. This shit takes time. They know what theyā€™re doing more than you or I do, and I HIGHLY doubt that there isnā€™t a plan in place. It may not happen as fast as weā€™d all like, but thatā€™s the price we pay for being early adopters.

There are partnerships that have already been established with Tire Rack and Discount Tire. Also, more and more shops have the ability to do Riv alignment. I trust the process and donā€™t believe that Rivian is trying to bogart repairs.
All I know is several shops around the Normal/Peoria area reached out to Rivian and got told they weren't interested. Because of employees this has to be the highest per capita Riv ownership. As long as the shop has an alignment machine that can do micro adjustments they should be able to align Rivians. Several around here can and have the same Hunter brand machine Rivian uses.
 

captainjp

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All I know is several shops around the Normal/Peoria area reached out to Rivian and got told they weren't interested. Because of employees this has to be the highest per capita Riv ownership. As long as the shop has an alignment machine that can do micro adjustments they should be able to align Rivians. Several around here can and have the same Hunter brand machine Rivian uses.
Understood. You make a good point.
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