Pricing in the Real World: Tesla & Rivian Moves

Discussion shifts to Tesla's FSD subscription and Rivian's lower-priced R2, and how subsidies affect forecasting.

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In this episode of Mostly Growth, Kyle Poyar and CJ Gustafson unpack the real economics of brand marketing—from Super Bowl ads and CPM math to attribution, incrementality, and PLG arbitrage. They debate when brand spend actually drives growth, why CFOs struggle to measure it, and how B2B companies justify big bets. The episode wraps with Pricing in the Real World, breaking down Rivian’s lower-priced R2 launch, EV subsidies, and pricing strategy under uncertainty.

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SPONSORS:

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RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com

Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit https://www.tropicapp.io/mostlymetrics to learn how.

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LINKS:

Mostly Metrics: https://www.mostlymetrics.com

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Growth Unhinged: https://www.growthunhinged.com/

Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/

Slacker Stuff: https://www.slackerstuff.com/

Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/

https://skift.com/2019/01/31/what-is-expensify-thinking-with-its-pricey-super-bowl-ad/

https://www.youtube.com/watch?v=p1Tgsy7D0Jg

https://adage.com/article/special-report-super-bowl/super-bowl-commercial-prices-hit-8-million-first-time/2600146/

https://www.growthunhinged.com/p/guide-to-marketing-attribution