Rivian

includes Rivian R2, Rivian EDV, Rivian R1, Rivian R1S, Rivian R3

13 statements across 1 episodes · 8 bullish · 2 bearish · 1 people on the record · first statement Nov 20, 2024 by RJ Scaringe · said 75 times in 4 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Alex Kantrowitz (47), RJ Scaringe (27), Kara Swisher (1)

tap a year for its mentions
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every mention, scene by scene, with the transcript →

Everything said about Rivian, oldest first

Nov 20, 2024 negative
Disclosure
Scaringe: Rivian will never consider building a plug-in hybrid electric vehicle
“So we Rivian would never consider building a plug-in hybrid.”
RJ Scaringe Nov 20, 2024 ▶ 49:16 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Disclosure
Scaringe: Rivian R2 starts at $45,000, R3 priced considerably lower
“So the goal, of course, with the lower price product is to take that market share success that we've had and apply it to a much, much larger audience with a price point that with R two starts at 45 and then with R three starts considerably lower than that.”
RJ Scaringe Nov 20, 2024 ▶ 10:37 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 bearish
Prediction Not checkable as stated
Scaringe: Automakers retreating from EVs will be severely challenged by 2030
“In the long term you know, car companies that back off their electrification strategies are going to find them, find themselves in a really challenged position as it gets out to 20, 30 and beyond where the pure play folks like us or Tesla, Have had no other ch…”
RJ Scaringe Nov 20, 2024 ▶ 4:31 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 bullish
Prediction Open · timeframe Nov 2027
Scaringe: Porsches and Audis will run Rivian computers and software within years
“If you're driving a Porsche or an Audi a few years from now, it will have Rivian computers in it. And those Rivian computers will be running Rivian software, but the way it drives the, what it looks like on the screen, internal combustion versus electric. Yeah…”
RJ Scaringe Nov 20, 2024 ▶ 18:58 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Assertion Supported
Scaringe: Rivian's zonal architecture eliminates up to 95% of vehicle microcomputers
“And it's much cheaper because you cut out 90, 95% of the computers in the car, you have a much smaller number of more powerful computers and they do a lot of things. And so that's what we've that's what we built.”
RJ Scaringe Nov 20, 2024 ▶ 18:45 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Assertion Supported
Scaringe: Rivian's Gen 2 features the most camera megapixels outside China
“So we have 55 megapixels of cameras on our vehicle. It's the largest number of megapixels on in outside of China.”
RJ Scaringe Nov 20, 2024 ▶ 14:58 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Opinion
Scaringe: Only Rivian and Tesla have massively consolidated vehicle computer architectures
“I think there's really two companies in the world that have this level of vertical integration and an architecture that's used. Hardware consolidation to massively simplify the topology of computers, which is us and Tesla, of course.”
RJ Scaringe Nov 20, 2024 ▶ 13:21 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 bullish
Prediction Partly held up
Scaringe: Rivian has sufficient capital to reach positive free cash flow
“That's not only enough capital to launch R two and normal, but it's enough capital to launch our second R two plant in Georgia and take us through positive free cashflow.”
RJ Scaringe Nov 20, 2024 ▶ 30:37 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Assertion Partly supported
Scaringe: Rivian cut its bill of materials costs over 20% in 2024
“We've negotiated more than 20% savings just between Q one and Q four of this year out of our bill of materials.”
RJ Scaringe Nov 20, 2024 ▶ 29:05 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 neutral
Disclosure
Scaringe: Rivian's $5.8B VW joint venture excludes batteries, autonomy, and drivetrains
“So the deal is just for the, basically our computer architecture. So our East, what we call ECU electronic control units, and then the software that runs on them, it's, it doesn't include batteries, drive train. It also doesn't include autonomy. It doesn't inc…”
RJ Scaringe Nov 20, 2024 ▶ 14:13 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 neutral
Disclosure
Scaringe: Rivian and most EV companies are engineering cobalt out of batteries
“Most companies, certainly Rivian included, are working to engineer cobalt out of the batteries.”
RJ Scaringe Nov 20, 2024 ▶ 47:39 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 positive
Opinion
Scaringe: Musk's relationship with Trump is helpful for vehicle electrification
“Tesla and Elon, ah, having a relationship with President Trump is actually helpful to electrification. It's certainly going to provide the perspective of, ah, the importance of EVs.”
RJ Scaringe Nov 20, 2024 ▶ 1:24 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 20, 2024 neutral
Disclosure
Scaringe: Rivian employs more software engineers than mechanical engineers
“Rivian is more software engineers than any other type of engineer. You know, you have more software engineers than mechanical engineers.”
RJ Scaringe Nov 20, 2024 ▶ 44:57 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
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