Sunday, May 10, 2026

EV: Rivian R2, Fleets, VW ID1, Uber FSD, Also Doordash

 Inside Rivian’s Future with CEO RJ Scaringe | R2 Updates, Fleet Strategy & ACT Expo - YouTube

In this conversation at ACT Expo, Rivian CEO RJ Scaringe discusses the company's multi-faceted fleet strategy, which balances commercial delivery, autonomous ride-hailing, and micro-mobility services. Rivian is leveraging common horizontal technology platforms—including autonomy, connectivity, and diagnostic software—across all its vehicle types to drive efficiency and scalability.

Key Takeaways:

  • Fleet Diversity: Rivian is expanding beyond its core electric delivery van (EDV) partnership with Amazon into new areas, including a robotaxi venture with Uber based on the R2 platform and a micro-mobility partnership with DoorDash for delivery bots.
  • Technology Integration: The company has shifted from "software-defined" to "AI-defined" vehicles, using onboard data to improve predictive maintenance, service intervals, and operational decision-making.
  • Scalability and Cost: The R2 platform is critical for Rivian’s move into the mass-market mid-size SUV segment. By consolidating computing power into zonal architectures and designing electronics in-house, Rivian is significantly reducing harness complexity and production costs.
  • Strategic Partnerships: Rivian has entered a $5.8 billion software licensing deal with Volkswagen Group. This collaboration aims to leverage Rivian's zonal computing and software expertise to modernize the electronic architecture of future Volkswagen vehicles, starting with the ID1





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