Ray V

• Mind Robotics • Rivian • Autonomy • AI
Following the future of mobility and robotics while keeping the world adventurous

[Ray V @RivianRay]

The Tesla:Rivian stock price ratio today is 24:1

I believe that sometime in the next 10 years, that ratio will be 1:1

Not necessarily because Rivian goes up 24x

A combination of Rivian going up + Tesla coming down could get us there

$RIVN

[Ray V @RivianRay]

@electrotarian @DirtyTesLa Has a nice ring to it and Rivian’s are suppose to get dirty!

[Ray V @RivianRay]

@amactraderz @rivn The business is stronger than ever and getting stronger every quarter. Don’t kick a gift horse in the mouth :)

[Ray V @RivianRay]

@BobbyEParody @MKBHD @Rivian They’ve sold every one they have made even at a very high price point. They just started production in June so obviously the factory is not fully ramped yet.

[Ray V @RivianRay]

@TenaciousTek @cybrtrkguy Manufacturing capacity isn’t the problem. Demand is the problem

[Ray V @RivianRay]

@TheFinGodFather @dustinalper Very few consumers care that much about autonomy today. Otherwise, Tesla would have a much bigger market share than 3.5%

[Ray V @RivianRay]

@dustinalper Rivian will be what Tesla should have been

[Ray V @RivianRay]

@Hyfly11 @rajuvamsi007 @MatthewDR @Rivian @Tesla You don’t think that has anything to do with the fact that R2 just went into production in June? Do you not know what a production ramp is?

[Ray V @RivianRay]

@Hyfly11 @rajuvamsi007 @MatthewDR @Rivian @Tesla Boxy design, better interior, bigger frunk, drop down rear glass, gauge cluster, better cargo storage, halo haptic wheels, ground clearance, off road capability, better branding, novel and exciting compared to model y which is old and boring now

[Ray V @RivianRay]

@hamids @StockMKTNewz @Futurenvesting @StockSavvyShay @stocktalkweekly Get em on the Pod!

[Ray V @RivianRay]

@amactraderz @GrantEInvesting Very few of us Rivian investors bought the overpriced IPO. The question is, what will the next 5 years look like?

[Ray V @RivianRay]

@EvJetty_blogy @Rivian @MotorTrend I’m ready for R3 to win MotorTrend crossover of the year in 2028!

[Ray V @RivianRay]

@Hilbe Even if you think Lidar isn’t necessary (not a view I share), it’s still useful for two things: increased consumer confidence in the system (real or perceived) and data gathering for real world mapping. Considering the cost is only a couple hundred dollars, it’s worth it imo

[Ray V @RivianRay]

@BobbyEParody @MKBHD @Rivian I’ll bite, in what way is R2 a flop?

[Ray V @RivianRay]

@TadBrompkins @MKBHD @Rivian @Tesla Why would they acquire a company that makes consumer vehicles? Tesla believes everyone will be driving around in Cybercabs in the next 5 years don’t they?

[Ray V @RivianRay]

@JoyfulWarrior91 @hamids He bought a few days ago

[Ray V @RivianRay]

@superfly_mr @mrfundman Tesla bulls in 2028: “how could you cancel space robots over Semi? The space robots will change the space industry, while you have already seen Semi economically doesn’t move the needle”

[Ray V @RivianRay]

@marktennis455 @rivianledger I’m not concerned about a single day movement. I care about where it will be in 3-4 years

[Ray V @RivianRay]

@LukesFatherDart @rajuvamsi007 @rivianledger The original post was “customers only care about one thing- FSD”. That is blatantly false

[Ray V @RivianRay]

@greendletrench @wholemars It’s gonna be fun to watch them over the next 3 years as Rivian continues to execute