Rivian CEO RJ Scaringe discusses how European pedestrian impact regulations require deformable hoods and softer front-end geometries.
Insight
Scaringe: Apple CarPlay creates a jarring experience lacking vehicle-level controls
“We just felt and continue to feel very strongly around creating a consistent, fully integrated digital experience where you're not jumping between apps, let's say from like a CarPlay app back to the vehicle app, and it's quite jarring when you don't have, let'…”
Assertion Contradicted
Scaringe: Rivian is the best-selling SUV overall in California and Washington
“Interestingly, in California and the state of Washington, we have the best-selling SUV, electric or not electric, in California and the state of Washington.”
Insight
Scaringe: Vertical integration becomes a huge structural cost advantage at scale
“When you're producing less than 50,000 units a year, the engineering fixed cost and the operational fixed cost to run that is very high, so it's a structural cost challenge. But you reach an inflection. Well, just to run an engineering team to engineer all tha…”
Prediction Not checkable as stated
Scaringe: Hands-Free and Eyes-Off Driving Will Be Expected Within Five Years
“Or in this, the next five years, we're going to see autonomy features where the idea of like hands-free or hands-free eyes off go from being something that a very small percentage of customers are looking for or using to something that's essentially expected.”
Assertion Contradicted
Scaringe: Every automaker except Rivian and Tesla relies on 50-150 computers
“And so, with the exception of two companies, Rivian and Tesla, every car on the road has, depending on the amount of content, anywhere from 50 to maybe a 150 little computers that run the car.”
Prediction Not checkable as stated
Scaringe: Automakers without software-defined architectures will lose market share
“That must come, and if it doesn't, sort of like if manufacturers don't make that change, they're just going to lose market share, and the ones that do have that technology are going to gain a lot of market share in the next 10 years.”