In this episode, we analyze Rivian's third quarter 2024 earnings call, featuring insights from CEO RJ Scaringe, CFO Claire McDonough, and COO Javier Varela. I discuss RJ's remarks on the Gen 2 vehicle ramp-up and the new tri-motor variant, which improves performance and reduces costs. Despite temporary supply chain issues, RJ provides an optimistic view of Rivian's material costs and efficiency gains. Claire summarizes key financial metrics, including vehicle production and losses, while we explore the upcoming R2 program and its market positioning. I critique Rivian’s technology integration and customer strategies in the competitive EV landscape. The conversation highlights evolving consumer expectations and RJ’s hopeful outlook as Rivian navigates present challenges and plans for future growth.
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