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Episode 554: Rivian R2 Pricing Revealed

Episode 554: Rivian R2 Pricing Revealed

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About this episode

Rivian reveals pricing for its highly anticipated R2, while Tesla expands the Model YL to Australia and New Zealand with unique interior and exterior options. Rumors suggest the Model YL may arrive in the US by September, and a Cyber SUV based on the Cybertruck platform could debut as a surprise at the upcoming Roadster event. Tesla is also planning a massive supercharger expansion in Yermo, California, adding over 400 V4 stalls in phases. The episode blends confirmed news with speculation on Tesla's future lineup and infrastructure growth.

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Technical Too Afraid to Ask
Car

Ford F-150 Lightning

"On this week's episode of Ride the Lightning, the Tesla and EV podcast, Rivian announces prici..."

The Ford F-150 Lightning is an electric pickup truck made by Ford. It can carry heavy loads and runs on electricity instead of gas. It is based on a popular truck model.

Car

Rivian R2

"...ivian announces pricing for the hotly anticipated R2. Plus, the Model YL comes to another market, and..."
Car

Rivian R2

"On this week's episode of Ride the Lightning, the Tesla and EV podcast, Rivian announces pricing for the hotly anticipated R2."

The Rivian R2 is a new electric car from the company Rivian. It's expected to be a smaller or cheaper electric vehicle compared to their other models.

Concept

Model X

"Just being kids around it, right? So that would be a most welcome vehicle, again particularly in the soon-to-be absence of the Model X, even though a Cyber SUV and a Model X could have coexisted should Tesla make it and had they continued making the X."

The Tesla Model X is a big electric SUV made by Tesla. It has special doors that open upwards and lots of space inside for people and cargo.

Term

low volume car

"Why are they doing this narrative? This is just a toy for rich people, which is not untrue. It is going to be a low volume, high performance, extraordinarily expensive car that doesn't really fit in with Tesla's current trajectory."

A low volume car is a car that is made in small amounts. This usually means it is special, expensive, and not many people will have one.

Company

Giga Shanghai

"Australia and New Zealand get their vehicles from Giga Shanghai, which is of course, at least for now, the only place the Model YL is currently manufactured."

Giga Shanghai is a big Tesla factory in China where they make cars like the Model YL. It's important because it helps Tesla make enough cars for the world.

Term

vehicle warranty

"Tesla Australia said, quote, as with all new Tesla vehicles from the start of 2026, the Model YL will come with a five-year unlimited kilometer vehicle warranty and eight years for the battery."

A vehicle warranty means Tesla promises to fix some problems with the car for free for a certain time or distance. For the Model YL, this is five years for the whole car and eight years for the battery.

Car

Tesla Model S

"Another appetizer as I get going this week, working towards the main stories, a quick referral program update. The Model S and Model X are now no longer eligible for a $1,000 referral discount and neither is the Cybertruck."

The Tesla Model S is a fancy electric car that can go far on a single charge and is very fast. It's one of Tesla's main cars and has been improved over time.

Term

referral program

"Another appetizer as I get going this week, working towards the main stories, a quick referral program update. The Model S and Model X are now no longer eligible for a $1,000 referral discount and neither is the Cybertruck."

A referral program is when people who already bought a car tell their friends to buy one too, and they get a reward or discount for helping out.

Car

Tesla Model X

"Another appetizer as I get going this week, working towards the main stories, a quick referral program update. The Model S and Model X are now no longer eligible for a $1,000 referral discount and neither is the Cybertruck."

The Tesla Model X is a big electric SUV that has special doors that open upwards and can carry more people. It's fast and has a lot of space inside.

Car

Tesla Model Y

"So he talked about how his Model Y has saved his family twice, so check that out on Patreon if you're already with me."

The Tesla Model Y is a smaller electric SUV that is good for families and everyday use. It can go far on a charge and is very popular.

Term

first principles problem-solving

"Well, we all know that Tesla likes to apply first principles problem-solving to everything. And as we learned with a new patent this week, patent application, that even includes apparently the seats in the new Roadster."

First principles problem-solving means thinking about a problem by starting with the simplest facts and building your answer from those, instead of just copying what others do.

Term

patent application

"And as we learned with a new patent this week, patent application, that even includes apparently the seats in the new Roadster. This story comes from Tesla patent watcher SETI underscore park, who posted the patent's text in full along with the diagrams that were filed along with the application,"

A patent application is when a company asks the government to protect their new invention so others can't copy it for some time.

Part

sporty seat

"that clearly show a very, very bolstered, sporty seat that looks almost identical, at least on the outside, to the seat in the 2017 next-gen Roadster prototype."

A sporty seat is a special car seat that helps keep you in place when you drive fast or take turns, so you don't slide around.

Part

seat frame

"The seat portion, backrest, headrest, bolsters, and hinge are all formed as one monolithic structure. Instead of bolting and welding separate pieces together, Tesla thermoforms the entire frame from layered composite plies and then over molds it with polymer features. Traditional car seats are assembled from a metal frame, a separate recliner mechanism, foam padding, bolsters, headrest supports, and dozens of brackets, screws, and rivets."

The seat frame is the strong part inside the car seat that holds everything together. Tesla made a new kind that is all one piece, which makes it lighter and simpler.

Term

thermoforming

"Tesla thermoforms the entire frame from layered composite plies and then over molds it with polymer features. The frame can be made from fiberglass nylon, nylon carbon, or Kevlar nylon composites formed through thermoforming."

Thermoforming is a way to heat and shape plastic or other materials into the shape you want. Tesla uses this to make the whole seat frame in one piece instead of many parts.

Term

recliner hinge

"The recliner hinge alone can contain gears, pins, bearings, and locking teeth that must be precision matched. Think of assembling a suit of armor from individual plates, each riveted and strapped together."

The recliner hinge is the part of the car seat that lets you lean the seat back or sit up straight. It has small parts inside that help it move and lock in place.

Concept

seat weight impact on battery range

"Every kilogram in the seat is a kilogram not available for battery range. Seat thickness directly translates to lost cabin space in a low-slung sports car."

In electric cars, heavier parts use more battery power, so lighter seats help the car go farther before needing to recharge.

Term

composite materials

"The frame can be made from fiberglass nylon, nylon carbon, or Kevlar nylon composites formed through thermoforming."

Composite materials are made by mixing different materials together to make something stronger and lighter. Tesla uses these special materials to make their car seats lighter and tougher.

Term

bolsters

"The bolsters, which provide lateral support during cornering, are also formed as part of this continuous structure. There is no seam, no joint, and no separate bracket between the backrest and the bolster that wraps around the occupant's torso."

Bolsters are the parts on the sides of car seats that keep you from sliding around when the car turns. Tesla makes these bolsters part of the whole seat frame instead of separate pieces.

Term

linear actuators

"Tesla's patent replaces this patchwork with four pairs of linear actuators that, working in combination, produce six distinct seat movements from a unified control system. For the Roadster, this means a track day position and a highway cruising position could be a single button press apart."

Linear actuators are parts that push or pull in a straight line to move things. Tesla uses these to move the car seat in many ways with just one control system.

Term

FSD

"Same as any prospective Tesla buyer, should subscribe to FSD based on what it can do today, which is quite a lot, thankfully, and awesomely, and don't subscribe to it for what it might be able to do in a year from now."

FSD means Full Self-Driving. It's a special system Tesla cars have that helps the car drive itself in some situations. But it doesn't work perfectly yet, so you still need to pay attention.

Concept

scaling production profitably

"So, ultimately, again, I do think Rivian's got a real chance with this thing if, and it is in all caps, if, they can scale their production volume up high enough and build them profitably. It's not just the one. You've got to do both in order to set up Rivian for sustained long-term success."

Scaling production profitably means making more cars without losing money. It's hard because making lots of cars can cost a lot, so companies have to be smart to make money while growing.

Car

Tesla Model 3

"We saw Tesla go through a prolonged nightmare with that. In Elon's words, it almost bankrupted the company, trying to build the Model 3 not just at scale, but to do it profitably."

The Tesla Model 3 is an electric car that helped Tesla become big. Making lots of these cars was hard and almost made Tesla lose money.

Concept

profitability challenge for new EV makers

"Rivian is still losing money on every vehicle it sells, so they do face a substantial challenge. The awesome news is that the product appears to be excellent based on the initial reviews, and, again, it seems to be priced pretty competitively."

New electric car companies often lose money when they sell their cars because it costs a lot to make them. They need to find ways to make money to keep going.

Car

Volkswagen ID Buzz

"I've talked about this before. The Volkswagen ID Buzz is really the only one in the US market that I'm aware of."

The Volkswagen ID Buzz is an electric van that looks like an old VW bus. It's one of the only electric vans you can buy in the US.

Term

WLTP range

"It will cost north of $100,000 in all trims when it comes to the United States next year, and it's boasting 700-plus kilometers of WLTP-rated range,"

WLTP range is a way to measure how far an electric car can go on a full charge, using a test done in Europe. It usually shows a longer distance than the US test.

Term

EPA range

"which translates to roughly 350-380 miles on the EPA scale, which, if it does land in that range, that's still pretty good."

EPA range is a test in the US that shows how far an electric car can go on one charge. It usually gives a shorter distance than the European test.

Term

kilowatt peak charging rate

"So it's got a 300 kilowatt peak charging rate, that's good. It'll recharge up to 189 miles in 15 minutes."

This is how fast the car can charge its battery when plugged in. A higher number means the battery fills up quicker.

Term

kilowatt hour battery pack

"It will feature a 115 kilowatt hour battery pack, so a little smaller than the Cybertrux battery pack."

This number shows how much energy the car's battery can hold. Bigger means the car can drive farther before needing a recharge.

Term

800 volt architecture

"It's being built on an 800 volt architecture, so Bravo Tesla, they literally sent a how-to manual to the rest of the industry."

This means the car uses a higher voltage system, which helps it charge faster and work better.

Term

0-60 time

"The 0-60, you know, you're probably not even thinking about that if you're buying a full-size electric van, but Mercedes says that the 0-60 is as low as 6.4 seconds, depending on, I guess, which trim you get."

This is how fast the car can go from stopped to 60 miles per hour. Lower numbers mean faster acceleration.

Term

battery-to-wheel efficiency

"They claim 93% battery-to-wheel efficiency, which is awesome."

This shows how much of the battery's power actually helps the car move. Higher percentages mean less energy is wasted.

Concept

EV racing

"And the topic is EV racing. There is a whole circuit out there. There's Formula E, just like Formula 1."

EV racing means races where the cars run on electricity instead of gas. It's like car races but with electric cars.

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