Yeah, DeLorean had high hopes to. As you know, Tesla made most of their money from other car manufacturers buying EV credits. I just think any new company from here will struggle for significance.
Don’t give me wrong, I know Land Rover is struggling. I just I don’t see their target demographic going to a start up. Time will tell.
Was Delorean backed by Amazon, and Ford, and about 10 other fortune 500 companies, and have $6B cash in the bank, a brand new 3M square foot factory, and no debt? Ya, I don't think that is a real comparison. Rivian is financially stronger then Tesla was 15 years into operations, and has built their company right. No cut corners, no hurry up engineering.
As for targeting Rover, look at the Rivian size and capability, it sized right in the middle of Land Rovers lineup, has an upscale luxury interior, and serious off road capability (watch the review videos I posted, I mean the Rivian is a serious off roader). I mentioned Range Rover initially, because we have been a Range Rover family, along with my wife's friends, several of which also were multiple range rover families. Now, its not only us, but all of the families I know are going EV, and the owner of the local JLR dealership said JLR corporate knows Rivian has them in the crosshairs (located their dealership next door). I for one a year ago was not near as bullish on Rivian, but as they have come along, and I have asked around to my industry contacts, all the suppliers love them, and are very bullish. You can also see the passion on their forums, where I have seen multiple claimed Range Rover people that are converting.
I think the struggle you expect (Production Hell) will not happen for rivian, I bet they deliver 1500 trucks by the end of the year in a nice slow and calm ramp, and then over 1500 a month the first half of 2022, and ramp to 3500 a month in the back half of 2022. In 2023 I see them ramping to 60K to 100K, and at that point they should be profitable on their operations. I am not sure what their installed capacity at Normal, IL is, but I would assume it peaks out at 150K a year in 24-7 operations.
Tesla had production hell on the Model 3 because Elon Musk lied to the public and investors when he said they were starting production in June 2017, the actual body shop equipment when he said that was still on the shop floor of Comau in Detroit, and the first Model 3's were being completely built and welded by hand. Model 3 robotic welding did not start until November 2017. You can read the book "Power Play", it goes into a lot of detail about all the drama in all of Tesla's launches. Tesla struggles with new models because of management and organizational issues, not because that is normal in the car industry.