Rivian, every mention
5 scenes (2024), the whole family · ← back to Rivian
tap a year for its mentions
every year 2024 anyone Corey Cantor 6Steve Letendre 2Shayle Kann 2Shanu Matthew 2Sam Jaffe 1Michael Dunne 1
Verbatim, from the transcripts: the passages where Rivian comes up
Climate tech’s tough year in the public markets
- ▶ 22:34 Shanu Matthew So what you saw in the last earnings season was actually more gloomy outlooks, if you will, um, whether it's something like a Tesla or a Rivian, um, talking about, you know, like, I mean, Rivian talked about, you know, flat production. 2 times in the scene
What’s really happening in the U.S. EV market?
- ▶ 7:17 Corey Cantor And then one other point on the, I guess, aspect around the dealer lot, uh, kind of EV pileup, that often doesn't take Teslas and Rivians into account. 2 times in the scene
- ▶ 24:42 Corey Cantor Um, one that I'm particularly excited about, and I think the market is as well, is the Kia EV-IX, which is the first major EV outside of the Rivian R-I-S two-bit three-row SUV, kind of reaching out to that family demographic, but
- ▶ 31:17 Corey Cantor And then when you take into the fact that Tesla is not going to grow necessarily by too much, you really are relying on the improvements of Rivian, Hyundai, Kia, Volvo to power the US market, and then Tesla to kind of stabilize. 2 times in the scene
- ▶ 32:37 Corey Cantor And so even folks like Rivian, what I've been trying to watch is, can they get that R-I-S, which is selling really well at 70,000 dollars in terms of starting costs down to 60?