Today I?m joined by 2 great guys I met over at RivianStories.com, Skyler and Jimmy. We had a simple chat about some recent Rivian news, including:N
The recent Patagonia to LA to Now video. You wouldn?t believe how much Rivian nerds can gather from such a simple video ?, but here?s a few things:Overall thoughts on improved ride quality (smooth and tight).Paint optionsWrap optionsMeridian Audio systemCabin spoiler changes
Rivian?s latest 2.65 billion dollar investment.
Chase + Rivian partnership for financing.
And there?s plenty more.
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Questions covered:Can you sum up this house bill?My first question here, and I?m sure everyone else?s, is WHY? Obviously it has to involve protection and fear and money/power/politics. And so I don?t want to put you in a tough spot. But can you just lay the truth out there for us in words that a 4th grader could understand?Okay so this bill passed the House as we?ve already mentioned (by a big margin I might add, 65-39). What stage are we in the process as far as Senate intervention?What do MI residents need to do to fight this? Answer: Call your senator and speak up. You can find your senators here: https://www.senate.michigan.gov/fysbyaddress.html. If you want to buy a Rivian and have it serviced in Michigan you need to tell them that you do not want this bill to pass! Tesla owners, please speak out against this too!Is there anything non-MI residents need to be aware of? Anything we can do to pitch in? Anything else you want to say in general?
My fav quote (from Laycee) that seems to sum up the entire situation:
?Residents of MI who want to buy the SAFEST and MOST ADVANCED autos should not be forced into leaving the state for sales and service. Customers should have a choice. If people prefer the franchise model, they WILL continue visiting franchise dealerships. Preventing healthy competition and the ability to choose the direct model is a MASSIVE disservice to each of your constituents.?
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The Rivian Adventure Network will include fast-chargers located along interstates, but will also install dozens of EV chargers designed to power up its electric vehicles while parked at adventurous destinations, from mountain bike and hiking trails to kayaking spots and maybe even near popular climbing crags. Dozens of locations will roll out in 2021, while the network will look densely populated by 2023.
?The challenge is we don?t control those networks, so the payments platforms, the uptime, the performance, the ability to reserve a charger ? all those things that take the friction of charging away ? we don?t truly control,? said Scaringe. ?With the Rivian Adventure Network, we have 100% control of that; we get to know what vehicles are charging or how they?re charging, the rates. We can be really creative in terms of locations, so it can allow us to get to places that are very specific and unique to Rivian.?
To this point don?t forget RJ already vamped on this a few weeks ago in the Bloomberg interview: https://www.bloomberg.com/news/videos/2020-11-23/rivian-ceo-sees-ev-production-constraints-through-2023-video
Speculation: RAN is made possible NOT only by billions of cash on hand. More credit can be given the Amazon deal - 100,000 vans. 3 weeks ago I edited this out as a big benefit in response to HyperChange saying that Rivian has the wrong focus and priority. I said in that podcast that in addition to sheer revenue, that Rivian would certainly be involved in building out a charging infrastructure for 100,000 vans. And although clearly the charging points for vans would be connected to final mile shipping stations, that they?ll be able to take massive amounts intellectual capital from that and apply it to the RAN.
?If you think of commercial vans, the charger and the dispenser may look a little different, but the guts of these power modules that are used to build up the charging capability are identically applied in these very different applications,? he said. ?It?s one of the reasons we built all that core competency, so we can build both fleet-based B2B charging solutions and the consumer-facing adventure network for Rivian customers.?
Rivian will lease 500,000 square feet of warehouse space in Normal IL, 6 miles east of the Rivian factory. Rivian plans to use the building for inbound logistics and parts receiving. Rivian is expected to take possession of a building under construction in March. Interior work is scheduled to finish in summer.
How to find your preorder # Update. If your preorder was after August 2020, then it isn?t a terribly useful number. They adjusted the numbering system at that time. I don?t think we have collected enough data to determine if there is a pattern to the adjusted numbers. That said, if you ordered after August 2020 it appears as if you?re going to have a pretty high number.
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Some things covered in this episode:Configurator first impressionsDifferences between Launch Edition and Adventure PackageBasic Package configuration400+ mile rang option (truck only)300+ mile range...what's the "+" meanOff Road UpgradeColor options and durabilityWheel options (there's more on the truck)Interior color options and materialsGlass roof considerations $5,000 kitchen upgrade (possible after market options?)