Rivian Q4 2025 Live Steam & Reaction

Listen to the Q4 2025 Rivian earnings call live, plus quick reactions at the conclusion of the call. Resources 📚: 👉 Get up to 500 points + 3 months charging with my referral link! https://crtrlnk.co/u1HA3CW Want a weekly Rivian Recap newsletter? Join me here : https://crtrlnk.co/UvLAFgy Rivian Lease Deal Calculator👇: https://crtrlnk.co/a1UorgX Rivian Range Calculator 🪫: https://crtrlnk.co/fZXXhV6 Rivian Lease vs Buy Comparison 🆚: https://crtrlnk.co/8s3EMeU _______________________________________________ Great Services for your Rivian Rivian Roamer : https://crtrlnk.co/MSISQFU Home EV Charging Essentials 1. Best Wall-Connector : https://crtrlnk.co/dWG8rH3 2. Wall-Connector Pedestal : https://crtrlnk.co/ndPtV4v Charging Adapters (CSS) 1. NACS to CCS (Fast Charging) : https://crtrlnk.co/0zQPeIY 2. Level 2 Tesla to J1772 (Destination & Home) : https://crtrlnk.co/fl53otI Charging Adapter (NACS) 1. CCS to NACS (Fast Charging) : https://crtrlnk.co/bU7L8HS 2. J1772 to NACS (Destination & Home) : https://crtrlnk.co/TTJeC0J Best Rivian Accessories 1. MagSafe Charging Pad - Drop-in Magsafe : https://crtrlnk.co/BGGRyq5 - Integrated Magsafe : https://crtrlnk.co/np89FEX 2. Screen Protectors (3 Pack) - R1T & R1S : https://crtrlnk.co/VOLeEGf 3. Backseat Pet Protector - R1T & R1S : https://crtrlnk.co/e34660o 4. 2nd Row Tablet Mount - R1T & R1S : https://crtrlnk.co/I1oC99o 5. 2TB Security Camera SSD - R1T & R1S : https://crtrlnk.co/8rM3HCc 6. Right Angle USB-C Adapter - R1T & R1S : https://crtrlnk.co/lWYafHV 7. Sunshades : https://crtrlnk.co/byO3dO3 8. Air Filters : https://crtrlnk.co/HvjiQJl 9. Mud Flaps - R1T & R1S : https://crtrlnk.co/9kymiBb 10. Arm Rest Organizer - R1T & R1S : https://crtrlnk.co/jveB5dD 11. Magnetic Jack Pucks - R1T & R1S : https://crtrlnk.co/LJloza8 12. Center Tray Organizer and Drink Holder - Gen1 : https://crtrlnk.co/U9u5dni - Gen2 : https://crtrlnk.co/naxjeWo 13. RV 30amp Adapter - R1T & R1S : https://crtrlnk.co/tmusB5B 14. Exped Megamat Auto - R1S : https://crtrlnk.co/fqf9CPw Recording & Software 1. Desk Camera - Sony a6600 : https://crtrlnk.co/28hbkXI 2. Lens - Sigma 16 f/1.4 : https://crtrlnk.co/UJEPrEC 3. HDMI Capture Card - Elgato CamLink 4k : https://crtrlnk.co/vP8Bh0I 4. Desk Microphone - Shure SM7B (but you should get SM7dB): https://crtrlnk.co/6udAefs 5. Key Light - Neewer CB300C : https://crtrlnk.co/UXEWPHm - Light Stand : https://crtrlnk.co/VbEZIwO - Softbox : https://crtrlnk.co/zXblBA1 6. Accent Lights - Neewer TL120C (x2) : https://crtrlnk.co/Mtz3REc 7. Teleprompter - Elgato Teleprompter : https://crtrlnk.co/GwHjGAG 8. Mobile Camera - DJI Osmo Pocket 3 : https://crtrlnk.co/ciNr9yn 9. Action Cameras - DJI Osmo Action 5 Pro (x2) : https://crtrlnk.co/Lq8ty3E 10. Wireless Mics - DJI Mic 3 : https://crtrlnk.co/9coo5b0 Starlink Mini & Accessories 1. Starlink Mini (1-month free service) : https://crtrlnk.co/AgXU2nx 2. Starlink Mini Suction Cup Mount : https://crtrlnk.co/f9uKAIz 3. Starlink Mini 12v Adapter : https://crtrlnk.co/4SnwxWq DISCLAIMER: I participate in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for me to earn fees by linking to Amazon.com and affiliated sites. Other links to third-party products and services may also be affiliate links. Music from Apple Final Cut Pro Descriptions & links managed by Creator Link Pro. 10 videos managed for free: https://crtrlnk.co/be4sDxw News, video and photography credit to: Rivian X Rivian Community Reddit Rivian Community Rivian Owners Forum Chapters 🎬: 00:00 Live intro and stream setup 02:30 How this live format will work 04:20 Shareholder disclosure and audience context 05:03 Earnings call begins and safe harbor 07:34 R2 strategy and mass market positioning 09:31 Autonomy day recap and RAP1 chip 11:40 Financial highlights and VW partnership 15:44 2026 guidance and R2 ramp plan 18:20 Analyst Q and A on R2 ramp and demand 26:24 Software autonomy and licensing strategy 38:25 Production bottlenecks and ramp risks 40:40 Why R2 will lose money at first 45:22 How Rivian plans to make money long term 49:52 Hiring and factory ramp plan 52:50 Autonomy roadmap point to point to level 4 55:43 Gen 3 and LiDAR timeline and retrofit limits 01:07:08 My key takeaways and big picture 01:09:24 R2 timing versus Gen 3 and LiDAR reality check 01:14:38 What limited point to point autonomy likely means 01:16:12 R2 buying strategy buy now or wait 01:20:18 How R2 will impact R1 values and used market 01:23:06 Why R2 may be the better daily Rivian 01:24:24 Ride comfort and suspension differences 01:25:48 Service network and ownership experience risks 01:49:39 Community Q and A and live reactions 01:51:26 Final thoughts and sign off