DevSecOps
Well-Known Member
- First Name
- Todd
- Joined
- Sep 22, 2021
- Threads
- 69
- Messages
- 4,764
- Reaction score
- 11,624
- Location
- Sacramento, CA
- Vehicles
- '21 Audi SQ5 / '23 Rivian R1T / '23 M3P
- Occupation
- CISO
To point 1 - I would disagree. I know of at least 5 people from this forum who ditched the MME and went to an R1S or R1T. Those are just forum members that I know of. I was also asked by forum members to make this thread comparing the two and I've received 3 DMs asking about more comparisons. There's also this thread and this one and many posts comparing the two on Reddit. I would however agree that car v car is more likely. What causes me to respond to your posts, that you've done twice, is your use of exclusive words - "nobody". Nobody, in your mind maybe... but that's not reality. That's been my point all along with every post I've made in this thread. Some people do things that, wait for it, you don't do and some people like things, that you don't like - the nerve of those people, I know.1. Nobody cross-shopped an R1T vs. a Mach-E. Anecdotally, there's a ton of people who cross-shopped the Mach-E and the Model Y, and the federal tax incentive flip / Tesla price cuts get mentioned every time.
2. The lightning is a better comparison, but your Rivian "3x" figure includes the R1T Truck, R1S SUV, and Amazon delivery vehicle (https://insideevs.com/news/674941/rivian-ev-production-deliveries-2023q2/). A lot of those R1T and R1S sales were probably reservations locked in at the pre-IPO teaser price - if you order an R1T today you can get it in 2 weeks. You'll also recall that Rivian tried to hike their prices and then reneged after a massive number of folks complained / cancelled their reservations - so Rivian knows all too well that price matters also. Personally, I like the R1T but I'm not sure there will be a company around in 5 years to send an OTA.
The MachE on the other hand is down in sales, so is Ford's EV line in general. If we want to say that people are cross shopping with Tesla, as you claim, then is it just price? I'm not claiming that because people have money, they want to spend it. No one is saying that. Price always plays a roll in people's mind. You and others are saying that technology plays no role, because it's a bunch of retired people who don't care about PaaK. Based on this forum PaaK is extremely popular. Based on this forum 90% of the community wants something Ă la "Sentry Mode". Based on this forum people want better charging. Tesla has a lot of compelling factors over the MME, price being one of those, yes. But to claim that price alone is what is hurting the MME is misguided in my opinion. People will pay for what they want. If a company makes a compelling vehicle people will buy it. The F150 Lightning (60k base) vs Rivian (90k base) example is exactly my point.
To point 2 - You're conflating Q2 numbers with 2023 numbers. Ford has sold 8757 Lightnings in 2023. Rivian has sold 16,452 R1Ts, alone, in 2023. This is why I said 2023, not Q2. So, realistically, my bad, it's 2x, not 3.
Yes, the price hike wasn't the greatest thing, but that was in March and their Q2 numbers outpaced expectations, which was post hike. We'll see in Q3 if that continues. It's too early to use that as a point against them because we have no data on how that changed sales. The reason people complained is because they attempted to do it retroactively. That was wrong. So they grandfathered people into those prices. If "they know all to well" they would have never raised it for Q2 and it's still there today. I personally don't think Rivian is going anywhere. My R1T is has already paid for itself 100% based on the stock doubling from my purchase at 12.30 a share. There's been nothing but positive outlooks over the last month, including exceeding sales expectations to releasing vehicles into the EU for the first time. I doubt your interested at all, but here's a great video explaining everything going on with Rivian.
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