New market - be the first to take a side.
Early - no trades yet. Be one of them.
Rule
Rivian Automotive confirms in a quarterly earnings call, 10-Q filing, or press release that the R2 has begun customer deliveries (defined as first vehicles handed to non-employee retail customers) on or before December 31, 2026. Production starts without customer deliveries do not qualify. Source: Rivian investor relations page or 10-Q filing on SEC EDGAR.
Source: https://rivian.com/investors
Resolves by Mar 24, 2027.
26 comments
they're shipping r2s in 26, full stop. the real constraint isn't engineering, it's capital runway and whether they actually scale the line
they're pushing the r2 launch because they have to, and rivian's actually executing on timelines now. that's the tire strategy shift nobody's talking
supply chain math on battery packs hasn't moved since q3, and rivian's been quietly pushing timelines back in every earnings call. that's structural, not story
amazon's logistics are getting stupid fast. retailbrew.com/stories/amazon-expands-30-minute-delivery-…
rivian has been promising this forever, but they'll deliver the r2 by end of 2026 because they have to. no other choice
fading this hard at 57. the room is pricing in perfect execution on an ev timeline that's never existed.
my partner's been obsessed with rivian since 2021 and honestly the delays have made me a skeptic
rivian has been saying 2026 for like two years, and i haven't seen a single one on the road in austin yet
rivian's got the founder grind to actually ship this, which sounds soft but it's the only thing that matters
rivian's been saying 2026 for two years now.
rivian's been saying 2026 for two years now, same tire strategy as mercedes with the new platform
rivian's betting on luxury positioning when the whole sector's hemorrhaging customers businessoffashion.com/briefings/luxury/how-luxury-lost-50…
stuck at 53 because nobody wants to admit the delivery timeline keeps slipping. fading here.
supply chain on EVs doesn't care about roadmaps, and rivian's already burned credibility twice. fade makes sense.
hardware timelines slip because execution is chaos, not because people are in denial. rivian's cash runway is the real tell
i don't follow rivian that close, but every car brand i know pushes timelines back. why would they be different.