Rivian
includes Rivian R1S
11 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Jun 12, 2026 by RJ Scaringe · across every show →
Everything said about Rivian, oldest first
Jun 12, 2026 neutral
Jun 12, 2026
Scaringe: Technical founders must not paralyze scaling teams by bottlenecking decisions
“And so I think for any time an engineer is forming a business, there's a tendency to be really close to the product, which I think is fantastic. It's really a wonderful characteristic of technical founders, but you also need to recognize you can't be in every …”
Jun 12, 2026 bullish
Scaringe: Rivian to deploy 50,000 R2 robotaxis on Uber starting in 2028
“We'll be deploying 50,000 robo-taxi versions of R-II. We start that in twenty-twenty-eight with, like, paid, you know, regular rides, but leading into that, we'll have vehicles on the platform with safety drivers, with people in the front seat”
Jun 12, 2026 positive
Scaringe: Early undercapitalization kept early leadership mistake costs small
“Rivian was highly undercapitalized in the early years. And the reason I say it's fortunate is allowed me to learn how to run a company. So my first time starting a business, my first time running a business, one of the things that was helpful for me is we were…”
Jun 12, 2026 bullish
Jun 12, 2026
Scaringe: Rivian spun out robotics because capital needs exceeded Rivian's capacity
“To build, like, the goal is to build one of the largest robotics companies in the world, and to do that you need A lot of capital, more capital than Rivian was able to invest at this point. And then we also wanted to create like absolute clarity of focus withi…”
Jun 12, 2026 positive
Scaringe: Mind Robotics will deploy first robots with Rivian as launch customer
“We've raised a lot of capital for it, and so we're moving very quickly to deploy our first robots into manufacturing applications with Rivian as a first customer, but ultimately with the goal of being in many manufacturing plants for many different types of pr…”
Jun 12, 2026 bullish
Scaringe: Rivian targets supervised autonomy in 2026, unsupervised in 2027
“Later this year, we'll have a full supervised point to point, which is, which would be very similar to like Tesla's FSD. And that'll roll out to all of our gen two vehicles. And of course R two. Then next year we allow it to go unsupervised. So you can take yo…”
Jun 12, 2026
Jun 12, 2026 neutral
Scaringe: Vehicle development requires 40M decisions and 6,000 engineers in parallel
“That product
Requires, we estimate on the order of about forty million different decisions to bring it to life.
Forty million.
Forty million.
And there's millions of hours of engineering time
necessary delivered.
So the only way for this to work is you have to…”