The creator draws a parallel between Rivian's current production ramp-up challenges and Tesla's past 'production hell' phase, suggesting that overcoming these 'growing pains' is expected and not a primary concern as long as demand remains strong.
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$RIVN: Rivian Q3 Deliveries: Can They Hit 20,000?
Oct 1, 2026
The creator discusses Rivian's Q3 delivery numbers and their potential to hit 20,000 units, highlighting the importance of improving margins and cash burn. They also address competition from Volkswagen's Scout Traveler, stating the EV market is large enough for multiple players. The creator expresses confidence in Rivian's ability to overcome production challenges, drawing parallels to Tesla's early growth phase, and emphasizes that strong customer demand and positive reviews are key indicators for future success and funding.
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