Rivian CEO says plenty room for Scout and Rivian to coexist after partnership
Rivian and VW have recently opened a partnership, despite the brands have very similar upcoming electric adventure vehicles with the Rivian R2 and VW Scout. But at a roundtable discussion with Rivian’s CEO RJ Scaringe, he said there’s more than enough room for the brands to coexist with each other.
Recent news about Rivian and VW’s software partnership, with VW investing over $5 billion into Rivian and forming a joint venture to adopt Rivian’s zonal architecture for the underpinnings of VW’s vehicle communications, has led to some interesting questions about how the details of the partnership would work out.
At the top of many people’s minds has been: isn’t it a little weird that the Rivian-like Scout brand will now essentially be competing with itself for the adventure EV market?
The question has been answered before – or perhaps more specifically non-answered – in press conferences around the official opening of the joint venture last week.
Generally, comments ran along the line of Rivian working to bring its software expertise to bear across VW’s brands, though the two companies have been a little shy to confirm whether Scout specifically would use Rivian’s software. After all, Scout is a bit of a spinoff from VW, and seems interested in showing some independence on that front, so it could be possible that they work on their own.
But in comments at a roundtable which Electrek attended today ahead of the LA Auto Show, it certainly seemed that Rivian will be working on Scout vehicles. Scaringe said that “we’re going to be supporting their full portfolio of brands – Porsche, Audi, Volkswagen, Scout.”
However, more importantly, Scaringe said that he’s “amused” by the focus that many have had on Scout, or those who consider it a potential threat to Rivian.
Scaringe estimates that there are “less than five” compelling EVs available for under $50k in the market today – and that’s perhaps being charitable. Meanwhile, if you go over to the gas world, there are gobs of choices out there for consumers, and yet they all manage to coexist without issue.
So Rivian has worked hard to distinguish itself from Tesla, for example, and thinks that even if Scout is inspired by Rivian, there’s still room for similar vehicles to coexist.
After all, there are many competing vehicles in many categories – some of which do indeed share underpinnings from separate companies. Just in the EV space, the Kia EV6 and Hyundai Ioniq 5 share a platform, and the Subaru Solterra and Toyota bZ4X are basically identical vehicles. So there has been plenty of history of companies working together to come out with similar or near-identical (rebadged) cars.
That’s not the case here, as Scout and Rivian will be very different in terms of platform and manufacturing. But sharing software shouldn’t be much of an issue – and even if we assume that Scout could cannibalize a segment of the market that Rivian otherwise had a good hold on, Rivian can still benefit from the partnership regardlessl.
Rivian’s main focus in recent years has been getting costs down. The story is that Rivian began scaling production in an extremely difficult time – trying to organize supply contracts at the historical peak of the auto industry (~2018), trying to start a manufacturing program during a global pandemic (2020/2021), and having little clout available to get on the better side of those contracts.
Now, Scaringe said, the situation is better: not only can Rivian show that it has a dominant position in its class – selling more premium SUVs than other EV and even gas brands – but it can also tout that it has support from one of the most established auto manufacturers in the world, Volkswagen. If VW – the second-largest automaker in the world – has enough faith in Rivian to invest $5.8 billion, then surely a supplier can trust that Rivian will stick around long enough to buy more than one set of parts.
Not only that, but the companies could potentially leverage their combined size for larger supply contracts. Say a certain microcontroller is needed for vehicle architecture across Rivian and also VW’s brands, then perhaps the joint venture could recognize much larger economies of scale.
The question also came up over whether Rivian might try to see if VW’s global sales network could help them to sell Rivians, but Scaringe shut that down, saying there is “no interest” in doing so. Rivian would rather stick to its plans of setting up its own stores and doing direct sales.
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At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
The self-driving Deere mower robot was positively dwarfed by the giant farm machinery surrounding it, but it continues to prove that humans will pack bond with anything as more than one burly-looking and grizzled man asked what its name was. (It’s Howard. I’ll fight you.)
For his part, Howard packs a 21.4 kWh battery pack that runs a suite of electric motors that includes a drive motor and three cutting blade motors spread across a 60 inch cutting deck – but it’s not the electric motors that make John Deere’s little robot mower cool, it’s the way it works.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
Tim Lewis, lead engineer with the commercial automatous mower, told Lawn & Landscape that the industry in general has a high turnover rate as well, making it difficult to hang to people who know where one job ends and another begins. “There’s a lot of nuances it takes to do these jobs effectively,” he explains, “so “Autonomy can help with that.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
John Deere CES2025
SUOURCE | IMAGES: John Deere; Electrek.
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Tesla has officially unveiled the Model Y “Juniper” refresh, less than a day after uncamouflaged photos of the vehicle leaked online.
The refreshed Model Y, codenamed Juniper, has been expected for some time, and was expected to include many of the improvements of the 2023 Model 3 refresh.
In October, Chinese social media said the refresh was about to enter trial production, and just days later we saw a photo of the refreshed Model Y outside the Shanghai factory. Then last month, we heard that mass production would start in Shanghai in January, so we can expect that very soon as well.
And while Tesla said in 2024 that there’s no Model Y refresh coming “this year”, 2024 is over now, and the refresh is here.
Today, Tesla updated its Chinese website with all the information about the refreshed Model Y, with many of the same improvements as the Model 3 refresh like a quieter cabin, higher efficiency, more performance, ambient lighting and a rear screen.
According to Tesla’s site, the new Model Y can achieve 719km of range (446mi) in Long-range AWD spec with 19-inch wheels, but this is based in CLTC estimates, which are much more lenient than EPA. Previously the highest-range spec had 688km CLTC range, so that’s about a 20-mile improvement.
The 20″ wheels on the long range version will take you 662km, and RWD standard-range batteries will go 593km or 559km on the 19″ and 20″ wheels respectively.
We imagine this could translate to roughly ~350 miles of range on the top-spec Model Y on EPA ratings, but we’ll have to see when the car gets released in the US.
Acceleration has also been improved, with Tesla saying the large-battery AWD Model Y can achieve 0-100km/h (0-62mph) in 4.3 seconds, down from a previous 4.9. The RWD version does the same sprint in 5.9 seconds. Both of these numbers would be slightly shorter for 0-60 times, because of those extra 2mph at the end.
There is no performance version yet – just as with the post-refresh Model 3, which didn’t get a performance spec until later.
The exterior design is just as leaked photos suggested, with the same rear end we saw in leaks in July and the front end that we saw earlier today. Though now we get to see it in higher resolution and better lighting.
The front-end includes a Cybercab/Cybertruck-like “light bar” rather than the more traditional-looking headlights of the Model 3 refresh, and has been narrowed to remove the “duck lip” bump at the front of the hood.
Also on the front end is a new front bumper camera (again, like the Cybertruck, but unlike the Model 3), which should help with parking and also offer an additional point-of-view for Tesla’s Autopilot software. The inclusion of this camera, while it will improve Autopilot accuracy, does lead to questions over whether previously vehicles that don’t have a front bumper camera will be able to achieve the same level of accuracy as refreshed vehicles do.
And the interior design changes are also roughly as expected, though the steering wheel has undergone less radical changes than some had hoped.
Earlier today, photos leaked suggesting that the Model Y would receive a similar “squircle” steering wheel as the Cybertruck, leading to speculation that it might also receive the Cybertruck’s steer-by-wire system. But it turned out that those photos were just a Model 3 with a custom steering wheel.
The actual interior of the Model Y maintains a circular steering wheel, which suggests that it won’t get steer by wire (the steer-by-wire specification isn’t listed on Tesla’s Chinese site for the car).
It does however have photos showing missing steering column stalks, which has been a controversial feature of the Model 3.
However, looking closer at the steering wheel, the turn signal buttons from the Model 3 are not present. It looks like Tesla may have included a vestigial turn signal stalk hiding behind the steering wheel, and just deleted the PRND drive mode stalk.
This is still a controversial change, as changing drive modes through the screen isn’t the most popular feature, but the turn signal deletion was particularly egregious and it’s good to see it back. We wonder if the Model 3 might eventually gain this improvement, or whether this will be different in different regions.
Tesla says the new “acoustic glass” in the Model Y reduces interior noise significantly. The Model 3 also got this improvement, and testing does show a significant improvement in interior noise levels as a result.
The Model Y receives other interior improvements seen on the 3, like a screen for the rear seat. The Cybertruck also includes this screen.
This shot also shows the ambient lighting LED strip across the dash, which can be customized through the vehicle’s UI.
Another rear-end improvement is electric rear seats, operated through a button in the trunk. This button gives easier access to rear storage space, allowing owners to fold the rear seats up or down while loading or unloading cargo.
Tesla’s Chinese website calls these “anti-gravity” seats, but it’s unclear what exactly the improvements might be in this respect. The seats are ventilated.
First deliveries are scheduled for March in China, subject regulatory approval, though Tesla’s configurator says “the specific delivery date will vary depending on the configuration and pick-up location and other reasons.”
Tesla is offering a “Launch series” in China, something that Tesla has done with many of its cars, but hasn’t done before in the US with the Model 3/Y. It includes some unique design elements and “Launch series” badging in various parts of the vehicle.
As for other regions, they will probably have to wait. The Model 3 refresh came out in Europe first, and the US needed to wait months for it. This is particularly likely now given new US tariffs on Chinese-built cars (which are a bad idea).
Electrek’s Take
As I wrote in the Take section of our leaked photos article earlier today, this refresh is needed, because not only has the Model 3 had access to lots of improvements that the Model Y hasn’t gotten for the last year and a half or so, but Tesla is having a challenging time with sales right now.
The company just finished a year where its sales dropped for the first time since 2011 – back when Tesla only sold the low-production Roadster. This happened despite the overall global EV market surging to new heights, even though Tesla, the world’s largest EV maker (just barely), did its part to drag down the EV market by failing to grow apace with the rest.
Part of the reason for this is due to stale models – while the Model Y is Tesla’s best-selling model, it’s starting to seem a little long in the tooth, particularly given the Model 3’s upgrades. So we wondered earlier today whether the Model Y refresh could reignite Tesla’s growth.
But it’s not just about models. After all, Tesla did just finish its first full year of Cybertruck production, which is a new model, but its polarizing nature led to disappointing sales numbers.
That polarization is not helped by Tesla CEO Elon Musk, who is doing his best to harm the company and say phenomenally stupid things or make ridiculous promises basically every day (or every few minutes). His idiotic behavior is turning away customers, whether he believes it or not.
Maybe the company – not the stock – would be better off if he surrendered his title and let Tesla have a real CEO, so he can go play videogames on twitter all day instead (as he already does).
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