Lucid is mentioned as a competitor to Rivian, aiming for the luxury EV market, but faces similar structural disadvantages.
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A Stock a Day Until I Can Quit My Job: Day 78
Sep 6, 2025
The creator analyzes Rivian (RIVN) as part of a 'stock a day' series, comparing it to Tesla and Lucid. While acknowledging Rivian's product appeal and growing commercial van segment, the creator expresses concerns about its cash burn, recent demand slip, and the need for mass adoption similar to Tesla's Model 3. The creator is holding off on buying RIVN but may consider options if R2 model deliveries show strength.
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Tesla is mentioned as a benchmark for mass adoption and a potential competitor that could undercut newer EV makers.
Creator is holding off on buying Rivian due to cash burn and demand concerns, but sees potential if R2 model deliveries show strength.
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