Rivian

includes Rivian R2, Rivian R1, Rivian R1S

7 statements across 2 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by RJ Scaringe · said 26 times in 2 episodes since 2026 · across every show →

Mentions by year, the whole family

brought up most by Sarah Guo (15), RJ Scaringe (10), Stanley Tang (1)

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Everything said about Rivian, oldest first

Feb 12, 2026 neutral
Disclosure
Scaringe: Rivian's perception stack sits between Tesla and Waymo in sensor density
“We're going to go, you know, not as heavy as let's say a Waymo on perception, but heavier than let's say Tesla to build a really robust data platform on a vehicle by vehicle basis.”
RJ Scaringe Feb 12, 2026 ▶ 21:34 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Feb 12, 2026 negative
Assertion Contradicted
Scaringe: Only Tesla and Rivian avoid domain-based vehicle architectures
“With the exception of Tesla and Rivian, every car on the road has what is called a domain-based architecture.”
RJ Scaringe Feb 12, 2026 ▶ 14:29 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Feb 12, 2026 positive
Assertion Not checkable as stated
Scaringe: Most Rivian R1 customers are first-time EV owners
“On R one, the vast majority of our customers are first time ever owning an EV is a Rivian, which is really good.”
RJ Scaringe Feb 12, 2026 ▶ 28:48 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Feb 12, 2026 neutral
Opinion
Scaringe: Fewer than five non-Chinese companies can solve neural net autonomy
“I think there's more than one, less than five companies outside of China that have The necessary ingredients to do this, the capital, the GPUs, the car park with, you know, enough vehicles generating enough data. I say more than one less than five. It's probab…”
RJ Scaringe Feb 12, 2026 ▶ 7:59 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Feb 12, 2026
Assertion Not checkable as stated
Scaringe: Gen 2 Rivian vehicles share no code with Gen 1
“So it was with our gen two vehicles, you know, not a single line of shared code, not a single piece of common hardware on the perception or on the compute side.”
RJ Scaringe Feb 12, 2026 ▶ 2:51 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Feb 12, 2026 positive
Disclosure
Scaringe: Upcoming Rivian R2 will include lidar alongside radar and cameras
“Our approach to this is we have a higher level of capability on our perception stacks. We have better cameras. We have radar. And of course, with R two, we'll have a lidar as well.”
RJ Scaringe Feb 12, 2026 ▶ 20:38 AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Jul 23, 2026 positive
Disclosure
Tang: DoorDash partnered with Rivian spin-out Also for autonomous vehicles
“We actually partnered up with this company called also, which is this micro mobility company that spun out of Rivian. [2316] Stanley Tang: So, [2317] Stanley Tang: RJ is actually the board of founder and chairman of the company. So if, you know, like, why do…”
Stanley Tang Jul 23, 2026 ▶ 38:24 Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
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