Rivian CEO and founder RJ Scaringe envisions the company evolving beyond just an electric vehicle (EV) manufacturer into a broader technology supplier. Over the past year, Rivian has significantly expanded its capabilities by developing proprietary AI models for its in-vehicle assistant and creating an automated driving system through a partnership with Uber aimed at passenger vehicles and future robotaxis. The company is also working on custom silicon—a sophisticated 5 nm processor developed with Arm and TSMC—and has embarked on a $5.8 billion joint technology venture with Volkswagen focused on electric architecture and software.
Scaringe’s ambitions include diversifying Rivian's footprint in adjacent industries linked by technology. He launched a micromobility skunkworks program that led to the startup Also and founded Mind Robotics, an industrial robotics startup in which Rivian holds a 31% stake. Mind Robotics is developing robots for Rivian’s factories as well as other industrial customers. The company has also appointed former Ford, Apple, and Tesla executive Doug Field as president of Mind Robotics, reflecting its serious intent to advance in this field.
Looking ahead, Rivian aims to license its electric vehicle architecture, AI models, and autonomy stack to other automakers, positioning itself as a key tech supplier in the industry. The joint venture with Volkswagen is expected to expand into AI and autonomous driving capabilities. Meanwhile, the company’s robotaxi initiative with Uber could foster additional partnerships if successful, marking a strategic move beyond vehicle production to software and service ecosystems.
RJ Scaringe expressed excitement about the transformative potential of autonomy for Rivian’s vehicle design and user experience over the next decade. By reimagining future vehicle platforms for autonomous use, Rivian hopes to create novel form factors and personalized mobility experiences. This vision underscores the company’s shift from being solely an EV maker to becoming a comprehensive player in transportation technology innovation.
Start the discussion with a take, question, or market read.