Rivian R2 Deliveries Start But Stock Is Down 14 Percent

Episode 41 dives into the disconnect between Rivian's product execution and its stock price. On June 9, 2026, Rivian started deliveries of its critical R2 SUV, yet shares dropped nearly 14% in five days. Lucas and Luna unpack why the market isn't celebrating: the R2's margins, the cash burn rate, and whether Rivian can survive until the R3. They compare Rivian's trajectory to Tesla's Model 3 ramp, crunch the per-vehicle losses, and ask if the selloff is rational or signaling deeper trouble. A tight 10-minute look at one company's make-or-break moment in the autonomous vehicle space. #Rivian #R2SUV #AutonomousVehicles #Business #Technology #FexingoBusiness #BusinessPodcast #StockMarket #EVs #ElectricVehicles #IPO #CashBurn #Tesla #Model3 #Manufacturing #SupplyChain #SuburbanCommute #AutoIndustry Keep every episode free: buymeacoffee.com/fexingo