Rivian Automotive Community

Gen2 R1T and R1S, refinement from feedback and lower cost building R2, R3 and R3X lower cost options for different audience. JV with VW and the ripple effects for Software and Electrical Architecture deals through not just VW but also others.

RIVN, TESLA, LI With Elon Musk in shame today because he had 70% of Tesla's vehicles called back over rival RIVN. Both RIVN and LI are showing strong Bullish Signals all across the charts.

Key Takeaways The R2 platform and enhanced manufacturing efficiency are expected to significantly lower costs and improve Rivian's path toward profitability and market expansion. Technology integration and strategic partnerships, including software and commercial contracts, aim to diversify revenue streams and strengthen gross and net margins over time.

Key Takeaways Shrinking policy support, cost inflation, and low demand threaten Rivian's margins, cash flow, and ability to justify ambitious expansion plans. Intensifying competition and macroeconomic headwinds further reduce pricing power, heightening the risk of ongoing losses and potential need for additional funding.

Key Takeaways The R2 platform and in-house software are expected to drive significant margin improvements, new revenue streams, and long-term outperformance compared to analyst expectations. Strategic ventures, strong supplier relationships, and commercial segment expansion position Rivian for sustained growth and valuable technology advantages in the global EV market.