I think it’s fine if it’s the end of the month… But IMO Rivian really needs to deliver at least a few R1Ts into the hands of normal people, this month. Not celebrities. Not employees. Not investors. Not the media. Actual normal people.
If they do that, then they meet their commitment. If they fail to do that, then that’s a big hit to my opinion and confidence in Rivian. They told us at the 23rd hour that they would miss June and it would be July. If they needed more than an extra month then they should have said so. By saying July, they made that commitment — I am holding them to that, in my mind.
I’m surprised we haven’t heard from anyone who has actually finalized a config or started the finance process. The clock is ticking if Rivian is going to make good on their promise — or will they be another Tesla?