I never said they stopped. they wanted 100k by 2030, but they're slowing down the purchases.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.
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Amazon and Rivian’s exclusive deal for electric vans might not last much longer
Amazon reportedly ordered fewer vehicles than expected.www.theverge.com
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.
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.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.
I'm sure that has nothing to do with macro conditions and every single other EV player are doing as fine as before. lmao
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Ford Cuts Battery Orders as EV Losses Top $100,000 Per Car
Ford Motor Co. has begun cutting orders from battery suppliers to stem growing electric-vehicle losses, according to people familiar with the matter, as it throttles back ambitions in a rapidly decelerating market for plug-in models.www.bloomberg.com
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.
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.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.
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If Apple wants the next generation CarPlay to be widely embraced, it needs to accept some compromises.
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.lost $40k per unit sold.
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.model y was world's best selling car in 2023
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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.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.
Amazon owns a 17% stake in Rivian and Rivian still sells electric delivery vans to Amazon.amazon and Rivian cut ties. they're no longer exclusive for vans. doesn't seem like their relationship is getting stronger
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.Maybe -- but what about Lucid?
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.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.
I’m curious: what would be the hardest part(s) of switching from a Tesla?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.
FSD. It's gotten so good over the last year. Also I'm a big fan of the app and the summon feature. But I could give those up for an OS that I'm already familiar with. Seeing some demo's of the new Rivian interface, it actually looks really cool.I’m curious: what would be the hardest part(s) of switching from a Tesla?
I don't think anyone offers a means to add that functionality aftermarket.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?
False, they are using UWB: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 taking delivery of 10k/year is slowing down.You don’t even know if they’re slowing down!
nice of you to completely ignore the macro conditions. because Tesla should only increase sales even when people can't afford the extremely high interest rates, right? lmaoaccept it bud, tesla is garbage
this is usually one of the numbers investors look at before investing into the company.Why does everyone quote these sorts of numbers for EV's?