Disclosure
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…”
Disclosure
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”
Assertion Supported
Scaringe: Rivian completed a $5.8B software licensing deal with Volkswagen
“We did a 5.8 billion dollar software licensing deal with the second largest car company in the world with Volkswagen Group.”
Prediction Open · timeframe Dec 2027
Scaringe: First Rivian-powered Volkswagen EV, the ID.1, launches next year
“The first product launches next year. It's a product for Europe. It'll be the lowest cost EV in Europe. It's going to be very cool. It's called the ID one VW ID one.”
Disclosure
Scaringe: Rivian excluded self-driving tech and designs from Volkswagen deal
“One part of our vehicle is software and so that's what we've licensed to Volkswagen, but we didn't license to them our self-driving platform. We didn't license them, our vehicle designs”
Assertion Supported
Scaringe: Rivian R1S outsells Tesla Model X as top premium electric SUV
“If you take in the premium segment, in the flagship space, we have an SUV, our R one S and it's by a pretty significant degree. It's this best selling premium electric SUV in the country. And so you know, it's significantly outsold the Model X. It outsells eve…”
Disclosure
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…”
Assertion Not checkable as stated
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…”
Insight
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 …”
Insight
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…”
Prediction Not checkable as stated
Scaringe: Western world will have 5 to 10 dominant automakers
“I do think there is the potential of having less car companies in the future than we have today. Because of some of the technology shifts that are happening, but I do think there's gonna be Certainly more than five large automotive players in the Western world…”
Disclosure
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…”
Disclosure
Scaringe: Rivian restricts new vehicle program teams to 50 people initially
“One of the things we do now to help make those decisions thoughtfully is on the first six months of a program, we don't allow more than 50 people to be involved.”
RJ Scaringe