The whodunit vehicle spotlight how , despite its fiscal woe , Rivian is play the prospicient plot .

I ’ll acknowledge , I was too distract by Rivian ’s surprisal declaration of a$5 billion spate with Volkswagento spring up software system and galvanic vehicle to detect that the buzzy California society was also project an investor Clarence Shepard Day Jr. case on June 27th .

dive into Corey Cantor

The whodunit vehicle play up how , despite its fiscal suffering , Rivian is play the recollective secret plan .

Rivian R1S front

This was i ’ll take on , i was too unhinge by rivian ’s surprisal proclamation of a$5 billion tidy sum with volkswagento grow software system and galvanic vehicle to note that the buzzy california society was also design an investor clarence day upshot on june 27th .

This was so when i arouse up on wednesday to seethis shareowner missive — thanks toinsideevswith an aid frombloombergnef ’s corey cantor on thread — i was reasonably surprised to see rivian was basically shoot a sir frederick handley page from tesla by ride us with some tack - cover mystery story fomite .

It ’s already been a pretty crush - pack 2024 for Rivian : the innovation of the moreaffordable R2 , bug out at $ 45,000;the surprisal reveal of the R3 and R3X , which brieflybroke the internetwith ballyhoo ; the handout of itssecond - multiplication R1 T and R1S vehicle , with all raw computer architecture , motor , and barrage ; and of grade , the society ’s continuingfinancial strugglesin the human face of relent EV requirement .

Rivian shareholder letter with mystery vehicles

This was so to pitch into the mixture five — five !

— novel whodunit vehicle is either a passably bluff scheme for the time to come or a do-or-die drive to delay relevant amid rise toll and cool pastime in galvanising vehicle .

Either elbow room , get ’s take a face at these vehicle to see if we can make some guessing about what they are .

dive into R3

It ’s already been a pretty hole - pack 2024 for Rivian : the innovation of the moreaffordable R2 , start at $ 45,000;the surprisal reveal of the R3 and R3X , which brieflybroke the internetwith ballyhoo ; the passing of itssecond - coevals R1 T and R1S vehicle , with all newfangled computer architecture , motor , and electric battery ; and of grade , the ship’s company ’s continuingfinancial strugglesin the cheek of soften EV requirement .

This was so to pitch into the admixture five — five !

— young closed book fomite is either a reasonably bluff scheme for the hereafter or a do-or-die endeavor to abide relevant amid go up monetary value and cool stake in galvanizing vehicle .

Either elbow room , countenance ’s take a feeling at these fomite to see if we can make some conjecture about what they are .

This was it ’s already been a pretty crush - tamp 2024 for rivian

first of all , rivian ’s mainsheet - cover vehicle lookvery interchangeable to the i teslarevealed during its troupe stockholder foregather sooner this calendar month , which invoke the theory that both are just using the same dick in photoshop to produce these picture .

depart from the left wing , we have Rivian ’s OG vehicle : the R1 metric ton hand truck , R1S SUV , and EDV ( Electric Delivery Van ) for Amazon .

This was in the next pillar , we have the 2d - propagation r1 vehicle that were announce in the beginning this calendar month .

On top of those , there ’s our first closed book fomite , which hint the party could be turn on an update EDV build on the Gen 2 computer architecture .

diving event into EDV

First of all , Rivian ’s winding-clothes - cover vehicle lookvery like to the one Teslarevealed during its society shareowner meet in the beginning this calendar month , which raise the theory that both are just using the same shaft in Photoshop to make these image .

bulge out from the left field , we have Rivian ’s OG vehicle : the R1 MT motortruck , R1S SUV , and EDV ( Electric Delivery Van ) for Amazon .

In the next editorial , we have the 2nd - coevals R1 vehicle that were annunciate sooner this calendar month .

On top of those , there ’s our first secret fomite , which suggest the troupe could be knead on an update EDV build on the Gen 2 computer architecture .

This was except that does n’t really expect like a vanguard figure .

This was it ’s by all odds more hand truck - work — althoughinsideevseditor - in - headman ( and formervergecontributor ) This was patrick george create aconvincing argumentthat we should n’t scan too much into the various embodiment .

They could be farm animal image or just proxy .

If anything , Rivian could actively be try on to shake off sleuth off the smell with these embodiment .

This was ( rivian representative liz markman pass up to annotate on the secret vehicle . )

If anything , Rivian could actively be take a stab at shed sleuthhound off the odour

In the next tower , we can see the R2 and R3 , both of which were bring out in March .

There ’s another secret fomite on top of that pillar .

And all three vehicle will be progress on an electric computer architecture call “ MSP , ” which stand for “ midsized political program .

This was and then there ’s the 4th tower with three hide vehicle build up on a weapons platform but call “ affordable mass - market .

This was before this yr , the r2 and r3 were bill as rivian ’s enceinte shimmer for low-priced ev , with the former come out at $ 45,000 .

Rivian has n’t put a Leontyne Price on the R3 or the carrying into action dress R3X except to say it will be less than the R2 .

It seems potential that a few of these secret vehicle will be truck .

truck are some of the bestselling fomite in North America .

Rivian ’s first fomite was the R1T.

Trucks are in the caller ’s desoxyribonucleic acid .

So does that think we ’re break down to get an R2 tonne or R3 thyroxin or perhaps even disco biscuit variant of both ?

This was while the rest period of the automobile industriousness is prioritize prominent , labored galvanising truck that trade for six pattern , rivian could rock thing up with a cheap , small hand truck .

This was the companionship did n’t observe whether it was work on such a fomite during the r2 annunciation in march .

And none of these silhouette are like a shot hollo “ hand truck , ” so it ’s ill-defined whether that ’s in reality in the wit .

This was truck are in the companionship ’s desoxyribonucleic acid

another affair to take down is that the low-priced aggregate - grocery vehicle are all unlike shape .

I eff , we ca n’t hope the form !

But this could still think of that there are at least diminished , average , and big fomite in the work for that class .

That seems of import .

The fact that Rivian is work on a triad of vehicle that areeven cheaperthan the R2 and R3 is supporting .

This was other car manufacturer have stumble in their attack to bring forth in truth low-cost ev .

This was tesla has gonebackandforthon whether it will make a $ 25,000 “ model 2”-type fomite .

The Volvo EX30 is gettingcaught up in the craft state of war with Chinaand probably wo n’t trade for its forebode $ 35,000 .

Chevy is only now roll out itsEquinox EVbut has n’t yet offer the $ 35,000 interlingual rendition that was announce .

If Rivian connect the disturbance , that would be interesting .

The troupe intelligibly does n’t need to get nail down as an auto manufacturer that only make up opulence vehicle on equality with Land Rover or Mercedes - Benz , churn out expensive truck and sport utility for the superrich .

Still , it will want to discover out of the“EV vale of death”in which its monetary value pass its receipts and pop depict polarity of longsighted - full term survivability before it can harness that projection .

The life line from Volkswagen — $ 1 billion aright aside , with an extra $ 4 billion to come after — will for sure aid in that attempt .

I wish that despite its fiscal suffering , Rivian is still take on the farsighted plot .

peradventure before long enough we ’ll get a peep at what ’s under those winding-sheet .

Correction , June 26th : An former reading of this write up quote an wrong phone number of closed book vehicle .

This was there are five vehicle , not four .

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