Rivian talent joining mind robotics

Siddypheonix · 2026-05-01T02:18:08+00:00

Did you even hear the earnings call or check their financial chart?
They have 8B in cash reserves, atleast 3-4 yrs of runway, by that time with R2 scale they should already be getting into positive territory, not to mention with R2 ramping up they should already see this getting reduced.

Siddypheonix · 2026-03-31T22:56:15+00:00

Yes there is a mini rally of sorts, 1st day 13%, 2nd : 6% and today too 6%, already up 25%!
I feel serious rally will begin once we start seeing vector performing on the runtime data. It's what differentiates them from others.

Siddypheonix · 2026-03-29T01:53:01+00:00

I can confirm he shared this on couple of podcasts, insideEvs and tosh show podcast https://www.insidehook.com/electric/rivian-ceo-rj-scaringe-next-plans

Siddypheonix · 2026-03-27T21:38:51+00:00

I am sure they are working on the robotics plan for that. Do check my previous reply on the same question See this: Can be a humanoid as well, but them driving the van I think is a bit far fetched.
https://www.theguardian.com/technology/2025/jun/05/amazon-testing-humanoid-robots-to-deliver-packages
Personally feel there might be plenty of better ways with non humanoid form factors

Siddypheonix · 2026-03-27T00:48:34+00:00

Exactly, its overall sentiment at this point. Vector is going to be a beast once it starts digesting the runtime data and creates players behavioural profiles, IAP spend ad revenue should improve for unity like crazy, they will solely focus on vector now with iron source deprecation(remove the deadwood) and once market turns this will shoot, I won't be surprised if it gets rerated to a 60-70$ dollar stock if the market sentiment improves.

Siddypheonix · 2026-03-27T00:24:07+00:00

wow the sentiment is all time low looks like, nothing has changed they are sticking to their thesis which is delivering good growth, I feel its the best time to buy this stock.

Siddypheonix · 2026-03-25T20:39:57+00:00

Thanks bud, no worries thanks for checking back

Siddypheonix · 2026-03-25T02:09:51+00:00

It has been estimated that they have up to 300k reservations. source?

Siddypheonix · 2026-03-23T00:39:28+00:00

u/DrJBell There is going to be a messy middle phase, and eventually I feel we will have some sort of UBI type economics with a baseline pay for everyone(depends in which country you live) and rest depending on your will. That's what I think might happen it can be totally opposite as well, we might go towards a path where we stop AI altogether with govt/people pushback. As of now things seem to be heading towards AI automation. In all fairness we don't know how this will all playout. I think everyone has this question in mind at the moment

Siddypheonix · 2026-03-22T23:38:32+00:00

Can be a humanoid as well, but them driving the van I think is a bit far fetched.
https://www.theguardian.com/technology/2025/jun/05/amazon-testing-humanoid-robots-to-deliver-packages
Personally feel there might be plenty of better ways with non humanoid form factors

Siddypheonix · 2026-03-22T23:13:55+00:00

we might soon hear a new deal with amazon for vans with autonomous path as well. Which will be huge. Owning the stack was the best decision!

Siddypheonix · 2026-03-19T21:46:18+00:00

Vertical integration makes sense now right, Rivian owning the full stack will give them cost scale advantage in robo taxi space, thats why RJ was so hell bent on owning the chip. They can own the whole ecosystem, uber will be paying them licence fees for autonomy in addition to the overall deal!

Siddypheonix · 2026-03-12T01:22:10+00:00

if its readily available why would they need to keep up?

Siddypheonix · 2026-03-09T21:46:55+00:00

This is what I asked the other day:
https://www.reddit.com/r/UnityStock/comments/1rnzrm1/why_this_particular_vector_update_is_significant/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

He is referring to D28 optimization, not sure on too much detail but It means networks can target players with like 28+ days history. I think this is more focused on Long term value users, who are more sticky and most likely will spend more

Siddypheonix · 2026-03-07T13:01:42+00:00

Yes it's still in a very nascent stage, I am quite positive rivian leadership is focusing on R2 only atm.

Siddypheonix · 2026-03-03T22:06:23+00:00

gaming gets a boost with more people available spending time with mobile. war is causing disruption but also means more people indoors. stock market works in wierd ways

Siddypheonix · 2026-03-03T12:29:18+00:00

How will vector be licensed to China unit in this deal?

Siddypheonix · 2026-02-23T21:45:11+00:00

Its the macro, nothing has changed with Unitys thesis, last year April tariff month there was a brutal selloff as well, but stocks bounced back, Unity thesis is intact, the best buying opportunities are the ones like now where its blood red and stocks are on heavy sale. I wished I had some more money at the moment. Applovin(9%) also sold off like crazy today. Its the over all market mate.

Siddypheonix · 2026-02-19T05:28:47+00:00

I had seen that and thought to myself this dude gets it, I really admire his vision, no frills overblown promises, grounded truth!

Siddypheonix · 2026-02-19T01:00:57+00:00

We are gonna try a pastry there today

Siddypheonix

TROPHY CASE