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Bloomberg News
October 6, 2021
Amazon's primacy as a customer is underscored now as production gets underway at Rivian's Illinois factory. Scaringe has prioritized building hundreds of delivery vans this year, while production of the highly anticipated new electric pickup runs at a trickle, according to people familiar with the plan.

On Friday, Rivian shared new details of the Amazon deal in a filing with the U.S. Securities and Exchange Commission, revealing how closely its fate is tied to one of its biggest benefactors. The e-commerce giant will have exclusive rights to Rivian’s delivery vehicles for four years after receiving its first one, and it gets right of first refusal to buy the vans for two years after that.








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Wheel Car Tire Vehicle Photograph


So this big event for the first production pickup was for what then?









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OK. If anyone thinks the macho crowd is going to buy A. Vans, and B. Weird googly-eyed vans that look like 1950s French cars, instead of PUTs, then that anyone needs to get into rehab el kwiko.
 

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Bozos will NOT be riding around in one, however. These are vehicles for the masses. The peasantry.
 
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Isn't Amazon a huge investor/part owner of Rivian? No surprise they get priority.
Absolutely! Page 169 of Rivian's S-1 filing makes it clear that Amazon has a major stake in the company. 😃
 

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Amazon is paying for them though. that's 100,000 sales they don't even have to pay a sales commission for.
Isn't Amazon a huge investor/part owner of Rivian? No surprise they get priority.
Exactly. Major investor (startups will do anything for their big investors), large customer (startups will do anything for their big customers, as long as it didn't piss of their big investors), confirmed huge order (little uncertainly), likely all the same config (simpler manufacturing). In Rivian's shoes, who in their right mind wouldn't prioritize the Amazon vans?
 

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Exactly. Major investor (startups will do anything for their big investors), large customer (startups will do anything for their big customers, as long as it didn't piss of their big investors), confirmed huge order (little uncertainly), likely all the same config (simpler manufacturing). In Rivian's shoes, who in their right mind wouldn't prioritize the Amazon vans?
Well they sure hit a Deep Vein with Amazon. It'll be interesting to see what happens when the rubber meets the road. Lots of stuff looks good on paper. If you've never mass produced vehicles before, it is possible there could be some bumps. Ask Musk. Or rather, ask his customers.
 
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Well they sure hit a Deep Vein with Amazon. It'll be interesting to see what happens when the rubber meets the road. Lots of stuff looks good on paper. If you've never mass produced vehicles before, it is possible there could be some bumps. Ask Musk. Or rather, ask his customers.
True, but I suspect even manufacturing issues would be easier to resolve and fix in the field (if needed) with a single large fleet customer who also happens to have a vested interest (literally and figuratively, in this case) in making sure the relationship works out in the long run.
 

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OK. If anyone thinks the macho crowd is going to buy A. Vans, and B. Weird googly-eyed vans that look like 1950s French cars, instead of PUTs, then that anyone needs to get into rehab el kwiko.
Hence, the Amazon deal.

Every body wants to sell those high profit pickups, but the market is pretty brand loyal, so it's hard to break in.
 

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Hence, the Amazon deal.

Every body wants to sell those high profit pickups, but the market is pretty brand loyal, so it's hard to break in.
I was out on the porch a few weeks back when an Amazon van came by. I said to the delivery gal, "That's must be a tough job." She said, "No, it's easy. Amazon is so organized. UPS isn't, they're a mess and their trucks suck and break down a lot. We have AC in our vans. The postal service isn't so hot either." Or words to that effect.
 
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I was out on the porch a few weeks back when an Amazon van came by. I said to the delivery gal, "That's must be a tough job." She said, "No, it's easy. Amazon is so organized. UPS isn't, they're a mess and their trucks suck and break down a lot. We have AC in our vans. The postal service isn't so hot either." Or words to that effect.
Tell that to The Youtube folks who are always showing an Amazon rig in the midst of a disaster on the road :D
 
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