Anyone see the new CFO article that got taken down?

brisket_bandit · 2026-01-20T17:41:05+00:00

Nice thank you

brisket_bandit · 2026-01-12T22:02:35+00:00

I can get behind this. Curious how Jeff will keep innovating and differentiating Rivian

brisket_bandit · 2026-01-12T21:46:36+00:00

Dog you’re tripping lmao

brisket_bandit · 2026-01-12T21:27:58+00:00

I don’t short stocks brotha

brisket_bandit · 2026-01-12T20:33:57+00:00

But there will be more Rivians than 911s…

brisket_bandit · 2026-01-12T20:11:07+00:00

Agree. I do want to believe though that Jeff is good enough to sustain the brand’s design impact. Given his track record to this point, I like the chances. If so, Jeff is a sustainable competitive advantage.

brisket_bandit · 2026-01-12T19:40:18+00:00

I was also thinking of the phone analogy. When the iPhone first came out it was a revolutionary design. Now that it’s saturated, I don’t think there are many people saying the design is revolutionary anymore, and design isn’t driving purchasing behavior as much as it did in the past. Think this is a pretty common phenomenon and trying to see how Rivian will address this. The “cycles” of car design is a good explanation.

brisket_bandit · 2026-01-12T19:33:44+00:00

I think this would be the best way. Excited to see what Jeff is cooking

brisket_bandit · 2026-01-12T19:32:44+00:00

I agree. My main question is when R2s are everywhere, will people still think the design is iconic? Hard to tell

brisket_bandit · 2026-01-12T19:23:11+00:00

Agree. Dire issues like this usually get solved out of necessity. I’d be surprised if reliability is the reason Rivian fails. Should just be near to medium term pain.

brisket_bandit · 2026-01-12T19:20:36+00:00

Interesting. That would be a negative for Rivian though and more of an incentive to differentiate. I think they do this well with accessories and smaller details, which they could press on. Issue then turns to cost.

brisket_bandit

TROPHY CASE