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While I'm disappointed that Rivian did not mention the Max in the Q3 earnings call, and in fact was not even asked any questions about it, I'm not surprised. I wonder though if I'm alone in not only coming to terms with the delay in production and delivery of the R1T Max quad-motor, but to now also actually welcoming it?
Since Rivian will deliver the dual-motor Max in 2023 with the new in-house motors, the delay to at least 2024 for the quad seems to indicate that it too will have the new motors. It's unclear if the R1T DM Max will also come with a redesigned battery pack, but it will surely incorporate numerous incremental improvements. Any battery improvements will be incorporated into the R1T QM Max as well. There may well be other changes to improve efficiency incorporated to the dual-motor Max (e. g., heat pump), and it's logical to expect that the quad will also get them.
While we all hope that Rivian can keep to its 2024 delivery estimate, based on its history, a further delay to 2025 is not merely possible, but probably likely. That additional delay would be an annoyance, but from my perspective at least, a relatively minor one. All of us waiting for the R1T quad Max are on notice that we must have interim vehicles that can handle our transportation needs through at least 2024, two years away. If that stretches another year, we should be able to cope with the additional delay fairly easily.
That prolonged delay will also mean that the charging infrastructure will have been built out much more extensively, will be more robust and reliable, and will support much higher charging rates. Heck, the Tesla Supercharging network may even be open to other EVs by then. And last, but certainly not least, we can take quite a bit of comfort in getting state-of-the-art, 2024 (or 2025) vehicles at 2018 pricing.
Of course, this assumes that Rivian actually goes ahead with production of the quad R1T Max.
Since Rivian will deliver the dual-motor Max in 2023 with the new in-house motors, the delay to at least 2024 for the quad seems to indicate that it too will have the new motors. It's unclear if the R1T DM Max will also come with a redesigned battery pack, but it will surely incorporate numerous incremental improvements. Any battery improvements will be incorporated into the R1T QM Max as well. There may well be other changes to improve efficiency incorporated to the dual-motor Max (e. g., heat pump), and it's logical to expect that the quad will also get them.
While we all hope that Rivian can keep to its 2024 delivery estimate, based on its history, a further delay to 2025 is not merely possible, but probably likely. That additional delay would be an annoyance, but from my perspective at least, a relatively minor one. All of us waiting for the R1T quad Max are on notice that we must have interim vehicles that can handle our transportation needs through at least 2024, two years away. If that stretches another year, we should be able to cope with the additional delay fairly easily.
That prolonged delay will also mean that the charging infrastructure will have been built out much more extensively, will be more robust and reliable, and will support much higher charging rates. Heck, the Tesla Supercharging network may even be open to other EVs by then. And last, but certainly not least, we can take quite a bit of comfort in getting state-of-the-art, 2024 (or 2025) vehicles at 2018 pricing.
Of course, this assumes that Rivian actually goes ahead with production of the quad R1T Max.