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Best outcome: APPL buys RIVN and pours its research from their canceled AppleCar into it. 🤔
 
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Amazon is still into buying Rivian vans, as their spokesman says here:

Despite the WSJ’s report, Amazon says its deal with Rivian remains intact. “While nothing has changed with our agreement with Rivian, we’ve always said that we want others to benefit from their technology in the long run because having more electric delivery vehicles on the road is good for our communities and our planet,” Amazon spokesperson Kate Scarpa says in a statement to The Verge.


It's Rivian that wanted to renegotiate after Amazon was buying only the bare minimum in their agreement.

Regardless of the deal they are still linked by stock ownership. So it's very doubtful there would be an absolute dissolution of Rivian, at the least Amazon would find them a buyer or investor or more than one buyer or replace the management or what-not.
I never said they stopped. they wanted 100k by 2030, but they're slowing down the purchases.

what amazon says is to just protect their investment.
 
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Love Carkey in my 3 series. Combined with homekit I practically don’t have to carry keys anymore (office locks being the exception)
 
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I never said they stopped. they wanted 100k by 2030, but they're slowing down the purchases.

what amazon says is to just protect their investment.
You don’t even know if they’re slowing down! Maybe they planned to ramp up, but they were only buying the minimum and we don’t know if they will still ramp a bit in coming years or not.
 
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“They’re fine.”

 
I'm sure that has nothing to do with macro conditions and every single other EV player are doing as fine as before. lmao


accept it bud, tesla is garbage and so is musk lmao

and fwiy, i made the mistake of buying one of their **** cars and i even made 7 figures off his stock - but i still hold my position. elon is nothing but a grifter who belongs in prison.
 
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Apple should create a next-gen CarPlay for companies that want to keep certain features their own (e.g., map) with far greater control over the look and feel of the overall experience.
Next generation CarPlay takes over all the screens on the car, or at least that's what it aims to do. Switching over to the car's own mapping app may require disconnecting from CarPlay, which can be both tedious and jarring experience.
…
If Apple wants the next generation CarPlay to be widely embraced, it needs to accept some compromises.
That's just my problem with next Gen CarPlay: it doesn't exist. Really, there's no evidence I've seen that even a single car maker is implementing this in their vehicles. I was so excited and bullish about this when they showed it off 2 years ago at WWDC 2022, but nothing's come from it, in the sense that we've seen nothing, other than a half implementation on some Porsches. I feel as though we should have seen something by now, and I'm just waiting for WWDC 2024 to confirm my suspicions. If we don't see anything in next week's keynote, it'll be confirmation that everyone else has done what Mercedes did out loud and backed out of the agreement.

lost $40k per unit sold.
Why does everyone quote these sorts of numbers for EV's? I've seen it done for Ford's division so much too. They include the research that was done to make these machines before they actually were sold. If the company was actually losing money at the point of every sale, they'd cease sales and bleed less money. This is nothing but common sense. The money is already spent and long gone; there's no getting it back except by selling more cars and getting slowly and slowly back to a stable holding. I've had people tell me they understand this an it changes nothing; I don't see how, as it fundamentally changes the narrative of an actively, current, negative cash flow when all that money was spent and done away with in the past.

model y was world's best selling car in 2023

🥱
I agree with @sw1tcher's reply to you. What does highest selling have to do with the thing's quality? Do you think even people driving lower end, older german cars would've switched them out for a Toyota in years before Tesla? Toyota was higher selling and more common than them in the past. That in no way meant they were higher quality or plain better cars. The commodity cars (ie, the best selling) are never great, and in so many ways the Teslas feel a lot worse than the Toyotas.

For whatever it's worth, I agree that they're not great. I had an i3, a little electric bimmer that's by no means a real bimmer. I'm in a Model S now, and the vehicle feels so much worse in so many areas… the number of eeks and squeaks, man.

I disagree. The reason people want CarPlay is precisely because of the ease of use of Apple Maps in navigation - all the other CarPlay stuff is secondary. I don't know Rivian's navigation system nor Tesla's (but my Tesla-owning friends often resort to using their smartphones, which tells you something) - but in the 40 years I've driven cars, I've never seen one that I would prefer over either Apple Maps or Google Maps. And for those who travel - nobody wants to learn every rental car manufacturer's navigation system when they already know CarPlay's or Android Auto's.
I'm surprised. While I agree with what you've said about rentals and CarPlay/Android Auto support, the one area of the Tesla system I thought was rock solid was the maps. After all, it's a clean implementation of Google Maps.
 
for the love to G0D, add CarPlay and then lots more people will want to own a Rivian.
 
Some are praising this, but it's not going to be a good experience. Rivian is going to use NFC not UWB. UWB is so much better than NFC.
 
amazon and Rivian cut ties. they're no longer exclusive for vans. doesn't seem like their relationship is getting stronger
Amazon owns a 17% stake in Rivian and Rivian still sells electric delivery vans to Amazon.

The only change was that contractually, Rivian was not allowed to sell electric vans to anybody but Amazon until recently -- that was part of the deal for Amazon's investment (temporary exclusivity). But Amazon is still buying Rivian electric vans -- they are just no longer Rivian's only customer for electric delivery vans.
 
Rivian: “can I copy your homework?”
Range Rover: “sure just change it up a bit so it doesn’t look obvious you copied”
Rivian:
rivian-r1s-v2.jpg
 
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Maybe -- but what about Lucid?
Nah, Lucid make interesting cars and MKB really likes the €250,000 Sapphire, but Rivian as a car design and company seem much more Apple-like to me. They are set apart in some key ways that makes them somewhat distinct in the market, and even more as they announced their smaller vehicles. Rivian's executive team are quite impressive. Engineering wise and communication wise. Ludic make nice enough cars, but they are very much another Tesla in many ways. Tesla could more readily do some of the things Ludic has done and cut them off before they could do the same to Rivian, I feel. Don't get me wrong, Lucid as cars are impressive in some key ways (suspension, handling, motors), but to me they are less original and in some ways thoughtful than Rivian. Neither company is Apple, but were Apple to acquire one of them, Rivian and their executive team would slot into Apple's evolving company culture more easily.
 
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The problem for Rivan is the limited number of people who have $70K to $80K to spend on a new car. Yes, I say new "car" because from what I see around here these things are used for commuting to work and trips to the supermarket.
That's why the R2 and R3 are coming out. Just like Tesla, the first generations are expensive and have all the bells and whistles.
 
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Super important question: Can I upgrade my current car to support Apple’s Car Keys/Mobile Car Keys… IE this feature? Like is there an after market kit I can have some pros install?
 
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I used to bag on Rivian (current tesla driver), but honestly their stuff is looking sweet. Particularly excited for the R2. Switching from a tesla would be hard, but if the rumors are true about Apple and Rivian teaming up, I'd switch in a heartbeat.
I’m curious: what would be the hardest part(s) of switching from a Tesla?
 
Super important question: Can I upgrade my current car to support Apple’s Car Keys/Mobile Car Keys… IE this feature? Like is there an after market kit I can have some pros install?
I don't think anyone offers a means to add that functionality aftermarket.
 
Some are praising this, but it's not going to be a good experience. Rivian is going to use NFC not UWB. UWB is so much better than NFC.
False, they are using UWB:


"For added convenience, we are using ultra-wideband technology to enhance our digital key experience. Rivian owners can use car keys in Apple Wallet on iPhone and Apple Watch, or with select Google Pixel devices, to seamlessly unlock and start up their vehicles, and even share keys digitally with family and friends."
 
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Why does everyone quote these sorts of numbers for EV's?
this is usually one of the numbers investors look at before investing into the company.

if many investors are scared, Rivian will have a hard time raising more capital before they can be profitable. their cash burn is quite high. 2025 seems bleak.
 
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