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  1. dbsb3233

    How Tesla Fell To Earth

    Oh yeah, I've always thought their stock valuation was crazy high. Still is. I expect it'll come down to earth. But at the same time, they'd still be wildly successful even with 1/2 the market cap (which would still be 5x bigger than Ford's, for instance). They were THAT far in front. The DCFC...
  2. dbsb3233

    How Tesla Fell To Earth

    Yep, in terms of ALL vehicles (not just EVs), Ford, GM, VW, Toyota, etc all sell a lot more than Tesla still. Their growth rates have been phenomenal over the last decade though. As well as their cost structure/margins per EV. That's a lot of what the market has been betting on. Especially...
  3. dbsb3233

    How Tesla Fell To Earth

    Let's not go overboard. Tesla is still doing amazingly. Far and away the largest market cap of any automaker, at over $500B. Sure, it's down from the $1T it used to be, but most of us knew that was wildly exaggerated and couldn't last. Ford market cap is $50B, to put this in perspective. 1/10th...
  4. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    It's not crazy at 68,000 for the R2. It's kinda crazy at 2 million for the CT though as being 2 millionth in line will never realistically happen. Although as I said, I think a big chunk of those aren't really for the purpose of buying a CT, they're just trying to pump the stock.
  5. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Caveat emptor. If people were crazy enough to fork over $100 (refundable) when the reservations (supposedly) reached into the millions, that's on them. Although I've always suspected in Tesla's case, a huge share of those are from their loyal followers/investors trying to jack up the stock...
  6. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    If it were for nothing, then yeah, maybe someone could sue for fraudulent misrepresentation. But it's usually not for nothing. Just like with the Mach-E. It's earnest money to hold a place in line to help confirm the potential buyer likely has legitimate interest in buying. If there's no...
  7. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Well technically it's not on the product purchase per se, it's just for reserving a place in line with the choice to order the product when available.
  8. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Good luck. I think when the real one comes out it's gonna look a whole lot different that. Notice they just took a mirror image of the 48A L2 cable for that display. And that they don't list a power rating or a weight yet. Heck they don't even have a real length yet (just "6-9 feet"). The...
  9. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Someone said RJ alluded to that in an interview. While surely true to some degree, I seriously doubt most SCs will be V4 by even 2027. Not even sure most will be V4 by 2030.
  10. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    It actually exacerbates the V3 problem. That's the point. The R2 charge port is right-rear. Just like the Mach-E, it's in the opposing corner for reaching V3s.
  11. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    If it means much. I'm still not quite sure how much SOH really translates to practical battery life and range degradation.
  12. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Yeah, that's standard curbside EVSE. Not sure how much of that we'll see installed in the US, but some in some places. Gets pricey to build/install. The UK model builds in the EVSEs and then drivers use their own cords to plug in.
  13. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    That's likely to be a regular drag on the used EV market... concern about battery health and longevity. People are concerned about the state of used ICE powertrains too, but usually a problem there isn't an $18,000 full replacement like it can be for an EV. Often it's just a cheaper repair...
  14. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Ah, so one of those trees planted on the street-side edge of the sidewalk. Got it. Yeah that's pretty much like a real street-side EVSE built on the curb. Uncommon, but I've seen some older urban areas do that.
  15. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Traipsing electrical cords across sidewalks is not a viable solution. Municipalities would likely start outlawing that practice if it became a thing (might already be illegal).
  16. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Curb chargers are always L2 though, not DCFC. They always have long cables (18-25 feet). They have no problem reaching. Yeah, they hang out a foot or so but no more than a truck mirror. Minor issue IMO. Frankly, I don't even see street charging as becoming a major thing in North America...
  17. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    I get putting it in the rear to cut wiring costs. I prefer the front but could live with the rear. But if you're gonna put it in the rear, just put it left-rear. Seems like cabling would be the same either way. Just flip it.
  18. dbsb3233

    Rivian R2 Reveal w/ R3 and R3X Surprises! $45K, 0-60 >3 seconds, 300+ miles range, NACS port, 4695 batteries

    Probably makes sense. Like all automakers (and everyone else), costs have soared for everything the last few years. They had to roll back their big spending plans. They can save over $2B producing at the existing Illinois plant initially and try to get the company over the hump first...


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