Were We Wrong About Rivian?
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In this video we analyze the electric vehicle maker Rivian specifically focusing on the positive gross profit they reported in the fourth quarter of 2024.
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0:00 – 2:03 Intro
2:04 – 5:44 Gross Profit
5:45 – 9:16 Volkswagen Partnership
9:17 R2
@wallstreetmillennial
December 28, 2025 at 4:50 am
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@spencerfong1088
December 28, 2025 at 4:50 am
Look up the recent graph of pure ev companies free cash flow. Rivian is the absolute worst cash burn in ev history. they're terrible at building a financially sustainable or profitable business considering they've burned the most cash flow out of anyone by farrr
@thisisdanchoi
December 28, 2025 at 4:50 am
Now that OBBB axed regulatory credits and the $7500 EV tax credit, the math is even more upside down, and that’s even if R2 sells like hotcakes, which is a big if.
@Eudamonia-123
December 28, 2025 at 4:50 am
25 billion of debt is too large a debt to dug out of
@tacosr
December 28, 2025 at 4:50 am
I love my Gen 1 R1T, it really is the best vehicle I’ve ever owned. I hope they succeed more than any other company. I think they can do it but there will be hard decisions that will alienate a lot of people to make it happen
@icy1007
December 28, 2025 at 4:50 am
The R2 will be sold in the US, Canada, and Europe (and possibly Asia). The R3/R3X will be sold in all of those including Asia. Rivian will be fine.
@rachelhisby8625
December 28, 2025 at 4:50 am
This entire channel is run by a Chinese troll farm; bashing American politics and manufacturing
@LyonPicture
December 28, 2025 at 4:50 am
I suspect one of the large automobile manufacturers will buy Rivian at some point. I would like to see them survive and thrive in one form or another. One opportunity is Tesla's self-inflicted damage which will open up opportunities for Rivian and other electric vehicle makers.
@AmbientInsight1982
December 28, 2025 at 4:50 am
"Yes", simply because you have great analysis doesn't mean you're right and is the case of Rivian you are missing the forest for the trees.
@simonu1612
December 28, 2025 at 4:50 am
Maybe the real Profits were the Credits we made along the way…
@ma61king
December 28, 2025 at 4:50 am
Sounds like their existence is still at the mercy of government subsidies/penalties
@yarosperdp962
December 28, 2025 at 4:50 am
Why ev manufactor dont built a simple electric vehicle, no complicated software, just a standart ev,i think it would help bring an acceleration in ev adoption
@bobz1736
December 28, 2025 at 4:50 am
THIS WILL ALL END IN TEARS 😢
@mikebaker2436
December 28, 2025 at 4:50 am
8:22 Thanks AI thesaurus! 😅
@Gadfly2025
December 28, 2025 at 4:50 am
Will they REPAY TAXPAYERS $$$ money invested? Doubt it
@screwstatists7324
December 28, 2025 at 4:50 am
So a subsidy 😂
@Bren39
December 28, 2025 at 4:50 am
I guarantee you the profit is via some creative bookkeeping. Proof.. They won't show a profit in 2025.
@itisim
December 28, 2025 at 4:50 am
Yall were close about rivian of course yall are wrong
@neo69121
December 28, 2025 at 4:50 am
i will buy R2 if they survive
@LJ-jq8og
December 28, 2025 at 4:50 am
Keep dreaming Rivian will go bankrupt
@LJ-jq8og
December 28, 2025 at 4:50 am
Rivian is going bankrupt.🔥
@afokabest
December 28, 2025 at 4:50 am
Rivian need to market outside the US fast. Build factories in Asia are much cheaper and faster to export worldwide. They need to roll out the right hand drive asap.
@chadbailey7038
December 28, 2025 at 4:50 am
Great great coverage. So well broken down. I almost bought some stock today. Definitely not yet! Thank you 🙏🏾
@CassidyListon
December 28, 2025 at 4:50 am
I am and was one of those commenters on your channel warning you not to dismiss Rivian so readily. Yes, they've had problems, but their product quality and talent is too valuable to ignore.
@z50king29
December 28, 2025 at 4:50 am
It's still way too expensive to make.
@Kevin19700
December 28, 2025 at 4:50 am
Rivian’s estimate of 46 to 51K car sales is wildly overly optimistic. Where did they get that number? Out of a hat no doubt.
@Kevin19700
December 28, 2025 at 4:50 am
This information of “gross profits” is deceiving ! In 2024 Rivian again lost money on every vehicle they sold. Rivian has ALWAYS lost money on everything they sell. They lost FIVE BILLION dollars in 2024. That’s a loss of $45,000 per vehicle! Regulatory credits can only go so far. Eventually the money is going to run out. This is just basic accounting 101. Oh and their stock has fallen 88.91% since it’s high in 2022. And one last fact. When the Saudis get tired of bankrolling a losing company and pull the financial plug they will collapse.
@NeoMarxist-r6g
December 28, 2025 at 4:50 am
Elon is the best thing to have happend 2 rivian.
@Alphasnowbordergirl
December 28, 2025 at 4:50 am
They don't really plan to make a profit off of R1. They are using the R1 as brand building and awareness. It's the R2 where they plan to make a profit, so its really waiting until 2026 to see how well they do. You just have to wait and see.
@mattf4385
December 28, 2025 at 4:50 am
Olver -> Oliver
@grizchicago
December 28, 2025 at 4:50 am
I went to college in Normal where their plant is and have some buddies from school who work there now. They've been a huge boost to the local economy so for that I'll always be rooting for them.
@mahi98goodguy
December 28, 2025 at 4:50 am
I think people are thinking more about vehicles practicality now,after being disillusioned by elon
@gbmoney8746
December 28, 2025 at 4:50 am
Not wrong about Rivian but regularly wrong about Tesla
@gero4415
December 28, 2025 at 4:50 am
Rivian has to continue cutting corporate overhead, they have a lot of overpaid executives from Tesla getting cash compensation because Rivian stock isn’t as overvalued as Tesla stock.
If the overhead gets down to 2B per year and they sell >200k units of R2, combining with the van, EV credit sale, and VW software revenue, they can make net profit. Not to mention more cars sold = cheaper material cost, and more profit = higher valuation and lower cash compensation.
@Mike-bi7kb
December 28, 2025 at 4:50 am
Does anyone really think Rivian is a viable operation?
With the Trump administration back tracking on EV mandates, Rivian's new plant being built that will never pay for itself, buyer resistance and push back to high price vehicles, significant time before Rivian's new vehicles being available for sale, and the continue bleeding cash, I would not bet on it, unfortunately.
I wish them luck, but being realistic, I cannot see them making it.
@OGDeepStroke
December 28, 2025 at 4:50 am
“EV CREDIT” so it is a scam.
Comments are closed.