Buy RIVN by May 1, 2030.

TLDR: Rivian can survive until R2 launches and scales, when R2 flips unit economics positive, the upside is no longer just selling EVs but rather monetizing the **software, autonomy and partnership platform** underneath the company. This article compiles findings from RIVN Q1'26 earnings, shareholder letter, earnings call, and my own thesis on Rivian’s prospects. From this piece, you will learn about Rivian’s current state, including my unit economics estimate for R2 and the company’s medium term roadmap. CEO, RJ Scaringe …