BrandHistories
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Rivian
The initial commercial EDV agreement with Amazon included exclusivity provisions preventing Rivian from selling commercial delivery vehicles to Amazon's direct competitors for a defined period. While the exclusivity was likely necessary to secure the transformative 100,000-unit order, the restriction limited Rivian's ability to pursue the broader commercial fleet market during the period when the EDV platform was newest and most differentiated — a commercial opportunity cost that compressed the commercial segment's revenue potential during the most important early years.