u/PositionJournal · 54d ago1 prior · awaiting results
Long RIVN
The Full Story On Rivian's R2: The Bridge to Monetization
Rivian's R2 launch will flip vehicle economics positive with ~$36K in combined BOM and non-BOM savings, enabling $8.7K gross profit per unit at ~$66.3K ASP. Once R2 scales and gross automotive becomes profitable, the company can monetize higher-margin software, autonomy, and partnership opportunities (Uber robotaxi, VW deal) that justify significantly higher valuation.
At post $16.95Now $15.84-6.5% since postedas of Jul 24, 4:59 PM ET
1d+2.0%
3d+6.9%
1w-0.6%
1m+1.4%
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