The Ledger
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Scaringe: Rivian captures 35% US market share in premium electric SUVs
“If you draw the boundary diagram around electric premium vehicles, so like premium SUVs that are over 70,000 dollars, we're by far the best-selling vehicle in that class of vehicles, so we have about 35% market share as we draw that boundary diagram”
Scaringe: LiDAR sensor costs dropped from $75,000 to $200
“Six, seven years ago a LiDAR was 20,000 dollars. 15 years ago LiDAR was 75,000 dollars. Today a LiDAR is like 200 bucks. So it's a very low cost sensor.”
Scaringe: Rivian reached positive gross margin in Q4 2024 and Q1 2025
“And so finally end of 24, beginning of 25, we started to hit positive gross margin. So, Q-four of 24, Q-one of 25, positive gross margin.”
Scaringe: Rivian, Tesla, and Waymo align on large foundation models
“I think first is I'd say there's alignment amongst Rivian, Tesla, Waymo around the use of AI to train. And so the view that you're building a large scale foundation model, multi-billion parameter model, you're building that with the data flywheel of the vehicl…”
Scaringe: Rivian's new quad-motor vehicles feature an extreme torque-vectoring 'kick steer'
“The new quad, we brought back this, we call kick steer feature, where we can use the fact that there's four motors in the quad, in the four motor version, to introduce, you know, torque vectoring to an extreme degree, where you can, like, pivot.”
Scaringe: Tesla holds 50% US EV share while EVs make up 8% of sales
“You know, the best measure of, I think the under investment in this space and the lack of highly compelling product is that there's a single company, Tesla, that still has around 50% market share in the United States. The United States is at around eight perce…”