Although it isn’t obvious, Rivian is the midst of a big transformation right now. Until recently, almost all of its sales have been in its high end, 4-motor pickup trucks. However, the company announced in its latest earning’s call that it was switching its mix of output to favor its 7-seat R1S SUV which has much less competition currently and on the horizon. It is also spinning up 2-motor versions of its R1 vehicles which will cost significantly less with very little performance cost. Add to that a cheaper LFP battery pack due later this year and R2 models starting at $40,000 to be unveiled next year, and you’ve got an entirely different focus.
Coincidentally, ahead of getting my own R1S in 1-8 weeks, Rivian gave me a loaner to help my vacationing extended family get around town…
Rivian’s current high-end situation
Rivian has been turning out its 4-motor high end R1T pickups for two years and over the past year has been ramping up its R1S SUVs to folks who ordered early. These vehicles, I believe, are going to be an increasingly rare premium mix of Rivians going forward as the company pivots to cheaper enduro drivetrains that employ two motors to drive the 4WD systems at almost the same horsepower. Next year, Rivian will unveil its R2 platform which will cost anywhere from $40-60K according to CFO Claire McDonough.
Tricks like tank turns, which would have differentiated the 4-motor Rivians for the 2-motor landscape, have been scrapped because in Rivian’s words, they didn’t conform to Rivian’s mission of leaving the world a better place – by tearing up roads. I haven’t yet driven a 2-motor Rivian, but I don’t think there are a lot of tricks that a 4-motor vehicle can do that a 2-motor can’t. In fact, the 2-motor versions (R1S) seem to get significantly better range on what appears to be the same batteries:
The top end Enduro drivetrain will lose 100 horsepower and 208 ft lbs of torque, but it still be a monster. At 700 horsepower/lb ft torque, it still produces a blistering 3.5 second 0-60 time, putting it on top of the pickup world. As a bonus, those motors are more efficient, yielding a 20-70 mile range improvement. Rivian CFO Claire McDonough put the number at 352 miles for the enduro R1S:
I’ve been driving an R1S within Enduro the last handful of weeks and can say first-hand experience that it’s a phenomenal product, expanded range. We have now have 352 miles of range with our large pack and Enduro drive unit.
My point is that even if the Enduro system was at price parity with the 4-motor system, many people would opt for the improved range over the parlor tricks. I know I’m in that camp. I’m here for the space and the range together with winter driving and the occasional off-road camping trip. “Rally, Drift and Rock Crawl” aren’t part of my vernacular, just like 95% of potential Rivian customers. Oh – and I can probably handle a .5 second slower 3.5 second 0-60.
Luckily, according to Rivian, the Enduro motor vehicles will start shipping in the next week.
Demand for its premium R1T pickup trucks is waning
Rivian can now deliver a R1T pickup truck to a new customer within a fortnight. It even had a one-day show up at the factory and get a pickup truck event last week. While there’s no direct off road SUV competition for the R1S, R1T is going to see a lot of lower priced competition in the coming months. Ford’s F-150 Lightning is ramping up, and the soon-to-be-launched Silverado EV and Tesla Cybertruck will be here before we know it.
This quarter is the Rivian R1S quarter
McDonough said that the mix of orders for Rivian favored the R1S SUV over the R1T Pickup 75% to 25%, and the company was going to switch up its manufacturing accordingly. That makes a ton of sense since the R1T waiting period is days and the R1S waiting period pushes out into 2025 currently.
Anecdotally, my Oct-Dec 2023 R1S ordered in 2020 arrived in Brooklyn this weekend via Rivian Shop, and I will likely be picking it up Monday. Others that have late 2023 orders are being given access to the Rivian Shop where they can likely find vehicles similar to theirs awaiting adoption.
Rivian R1S Review
Honestly, I don’t have much to add since my original review about a year ago, in which I called it the best SUV ever made. I stand by that even as competitors loom on the horizon from Kia and VW’s Scout. Also since I bought in early, I’m eligible for the $7500 Fed Tax credit and lower price, so my before Tesla trade-in price, about $66K. The easy sell:
0-60 time of 3.0 seconds. That’s supercar speed, and the fastest vehicle of any kind you can get for under $100K (Tesla Model 3 Performance is a close second at 3.1 sec). Update, my bad: $70K Corvette with Z51 package will do it in 2.9 secs.
One of the best off-road production vehicles, if not the best, out there at any price
7 seats, all comfortable and not claustrophobic, cupholders and USB-C ports everywhere
Handles like a sports car, 4 motors and independent suspension
Tons of storage in frunk and back, yet will fit in most garages
Over 300 miles of range and fast ~250kW charging for trips
1.5kW of 110V AC home backup power or power to a worksite or camp
Intangibles like built-in flashlight, Bluetooth speaker, air compressor, etc.
A pretty good-looking vehicle, even if those oval headlamps haven’t yet grown on you
Rivian is a great company that seems to care about the planet, or at least it doesn’t feel gross giving them my money.
It was incredibly easy to haul seven people and luggage around Westchester, New York. We were able to go an hour north to a water slide park in the morning, then come back and drive a few hours to the south to Newark Airport (with luggage) in the afternoon, then back home without a charging stop. Every seat including the two in the back were comfortable and not claustrophobic.
The only slight downside is that Rivian’s maps don’t deal/measure congestion quite as well as Google Maps yet. Things have definitely improved over the past year including its autopilot called Driver+. Rivian recently announced they were removing the internal cameras, so it will likely rely on hands torque-ing the steering wheel which I’m not a fan of. I would like to get a clearer *road map* of Driver+.
The only other complaint I can muster up is the venting being an on-screen menu item rather than just manual vent pointing things.
There’s just an amazing feeling driving around in one of the quickest cars on the road that is also one of the best off roading vehicles that also seats 7 comfortably and also handles well and looks great. It feels like being a man among boys on the road.
Rivian with ABRP and open charging stations can be the anti-Tesla EV
Now just isn’t a time where Rivian can ramp its production, it is also reaching to become a leader in the overall EV space. Its Adventure Charging Network will add important off the beaten path locations to the Tesla NACS network and EA/EVgo/etc options.
With ABRP, Rivian will offer all EV customers a great route planning guide and an easy onramp to adopting a Rivian EV.
Rivian Spaces are awesome and will spur demand
I recently got to attend the opening of the Rivian Space in Manhattan. And although Manhattan is about the least car-friendly place you could imagine in the US, lots of people from around the US and around the world visit every day. Rivian describes the spaces as a place to:
Get hands on experience with Rivian vehicles
Chat with experts about all things Rivian
See our our colors, materials and finishes in person
Learn about Rivian’s charging network and products
While I biked to the High Line and 14th st. location, Rivian was giving test drives toward the West Side Highway, but as you can imagine, any off roading locations are too far away for a test drive.
The store reminded me of a Burton or Patagonia store with lots of lifestyle pieces. I could see a number of like-minded adventure brands being featured here. Tents, adventure gear, and anything else that would add to the Rivian experience would be welcome.
Along with its original Venice Space, Rivian plans to put these in a number of big cities including flagships in Austin and another in Brooklyn, in addition to the first Canada Space in Vancouver.
Electrek’s Take
Rivian is in transformation. Almost all of the Rivians you see on the road today are 4-motor pickups. That’s about to change. Q3 is going to be about delivering R1Ses and starting the lower priced, higher range 2-motor vehicles.
In a year, the 4-motor variants will be a small piece of Rivian’s sales with the the biggest seller being the 2-motor R1S.
At the same time, with the open Adventure charger network, ownership and stewardship of ABRP, new Rivian Spaces and hopefully doubling sales, Rivian will be an answer to the current Tesla-dominated all EV space.
Midway through writing this story, Rivian contacted me to let me know my R1S is going to be ready in Brooklyn on Monday. I can’t wait.
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The Tesla Autopilot and Full Self-Driving (FSD) lawsuit floodgates are open. We are now starting to see trials and settlements arising from crashes that occurred in 2018-2019 as they work through the legal process.
Crashes involving Tesla’s ADAS systems have increased significantly since then, and we expect legal actions to escalate following the groundbreaking defeat of Tesla’s primary defense in a trial in Florida.
The lawyer who beat Tesla in this case is already going for a Round 2.
As we previously reported, a jury in Florida has assigned 33% of the responsibility for a fatal crash involving Autopilot, Tesla’s level 2 advanced driver assistance system (ADAS), to Tesla and awarded the plaintiffs, the family of the victim and the survivor of the crash, $243 million.
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Tesla is expected to appeal the verdict, but it is still a groundbreaking case that highlights a trend in the legal actions against Tesla over crashes involving its ADAS systems (Autopilot and Full Self-Driving/FSD).
Over the last few years, Tesla has been able to dismiss those concerns as it hides behind warnings to pay attention and disclosures stating that the drivers are always the ones responsible in the event of an accident.
In short, Tesla has always claimed that it bears no responsibility if drivers abuse its ADAS systems.
However, things have been changing over the last year.
In the trial, the plaintiffs managed to get around Tesla putting all the blame on the driver and show the jury that its marketing and deployment of Autopilot contributed to drivers misusing a system that fails to perform as advertised.
We already reported, based on the transcripts of the trial, that Tesla misled the police and the plaintiffs, a family trying to understand all the factors that led to their daughter’s death, in trying to retrieve critical Autopilot data that helped better understand the crash.
Next, the evidence in the case is going to be made public, except for some redactions from Tesla, which is likely going to be of interest in dozens of other legal cases involving Tesla’s ADAS systems.
In an interview with The Verge, Brett Schreiber, the lead attorney in the Florida case, revealed that he is also leading another wrongful death case against Tesla, Maldonado v. Tesla, currently pending in the Alameda State Superior Court, which is expected to commence by the end of the year.
In this case, a Tesla vehicle on Autopilot hit a pickup truck on the highway, killing fifteen-year-old Jovani Maldonado, who was a passenger in the pickup truck. His father was driving him back home from a soccer game.
This crash also occurred in 2019, but it is only now being brought to trial. The legal process takes time, and we are only now beginning to see the legal repercussions of crashes involving Tesla Autopilot, as well as Tesla’s Full Self-Driving system.
With more vehicles in the Tesla fleet and more mileage using ADAS features, crashes involving those features increased significantly between 2020-2025. This means more legal trouble for Tesla.
Schreiber claims to have an even stronger case with Maldonado v. Tesla. In the Benavides case in Florida, the “Autopilot defect” part of the case was more about the fact that the driver shouldn’t have been able to use the system on non-highway roads.
In the Maldonado case, the crash occurred on the highway, where Autopilot is intended to be used, but it didn’t stop for the pickup truck in front of it.
The facts are a stubborn thing. And we get to tell those same facts with a better Autopilot defect theory. And I get to not only juxtapose Musk’s lies in that case, but I juxtapose them with the testimony that I didn’t have in Miami. I’ve only had this case for a year. I worked the Maldonado case from the beginning. And in that case, I have testimony from all of the senior Autopilot leadership: Sterling Anderson, CJ Moore, Andrej Karpathy. And I show them those same quotes that were played to that jury in Miami. I said, “When Mr. Musk said those things, was that a true statement about production vehicles at Tesla?” To a person, they answer: Absolutely not.
Schreiber claims to have testimonies from Tesla Autopilot executives and engineers around the time of the crash that contradict what CEO Elon Musk was saying to the public about Autopilot.
Once these testimonies are entered as evidence, they could have important implications for dozens of other cases involving Autopilot.
Electrek’s Take
Obviously, avoiding loss of lives should be a priority, but I think it’s clear that Tesla doesn’t care at this point. But even from a business standpoint, it doesn’t make sense.
One of my foremost criticisms of Tesla’s self-driving efforts from a business standpoint is that they are a bigger liability than a value creator.
Tesla has clearly misled the public for years, leading them to believe that Autopilot and FSD are more than they are: level 2 driver assistance systems.
Schreiber explained it well here:
[…] there are two Teslas. There’s Tesla in the showroom and then there’s Tesla in the courtroom. And Tesla in the showroom tells you that they’ve invented the greatest full self-driving car the world has ever seen. Mr. Musk has been peddling to consumers and investors for more than a decade that the cars are fully self-driving, that the hardware is capable of full autonomy. And those statements were as untrue the day he said them as they remain untrue today. But then they showed up in a courtroom and they say, No, no, no, this is nothing but a driver assistance feature.
This creates a significant liability in accidents involving people who believed Tesla’s misrepresentation. However, it also poses a substantial liability to claim that their cars have “all the hardware necessary for unsupervised self-driving” when that is not true.
We are likely talking about tens of billions of dollars worth of liability.
From a purely business standpoint, it might have made sense if Tesla had been first in autonomy and taken a large part of the market, but it’s not what’s happening.
Tesla is still far from achieving unsupervised self-driving at scale, while this liability is still building up.
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You know how the old saying goes: “If you can’t beat them, join them.” Well, Toyota’s new strategy is just that — it’s teaming up with China to lower costs for its upcoming EV models.
Toyota’s new EV strategy will use China to cut costs
The world’s largest automaker will tap into China to gain an edge in the global market. Toyota is already sourcing parts from Chinese suppliers to build EVs overseas.
According to Nikkei, Toyota is expanding the use of parts and other EV components from Chinese suppliers for its production base in Thailand.
The facility is Toyota’s largest production hub in Southeast Asia. Japanese brands have historically dominated vehicle sales in the region. However, low-priced EVs from Chinese brands, such as BYD, are quickly winning over buyers with more advanced tech and features.
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In Thailand, Japanese brands have accounted for roughly 90% of new vehicle sales. In the first five months of 2025, Japan’s market share dropped to just 71%. Meanwhile, Chinese brands saw their share rise to 16%.
Toyota bZ electric vehicles in China (Source: Toyota)
Several sources note that Toyota has already begun sourcing EV components from China to use at its Thailand facility.
Toyota plans to launch more affordable electric vehicles at the hub as early as 2028. According to the company, it plans to reduce costs by about 30% by sourcing parts from China.
Toyota bZ3X electric SUV (Source: Toyota)
By using local suppliers, Toyota has already sparked hope in China with new EVs, like the bZ3X, seeing strong initial demand. Starting at just 109,800 yuan ($15,000), Toyota’s electric SUV was the best-selling foreign brand EV in China in May, its second month on the market.
A Toyota executive confirmed (via 36kr) that “we also plan to develop electric vehicles with lower costs by making the most of parts from Chinese manufacturers, just like the bZ3X” in Southeast Asia.
Toyota bZ3X interior (Source: Toyota)
The bZ3X is produced by Toyota’s joint venture, GAC-Toyota. It’s about the size of a Tesla Model Y, but half the cost in China.
During its EV Tech Day event in June, the company announced new partnerships with “car industry bigwigs,” like Xiaomi, Momenta, and Huawei.
Toyota also broke ground on a new EV plant in China for its luxury Lexus brand last month. It’s the second wholly owned auto plant in China from a foreign automaker, following Tesla.
Electrek’s Take
Can Toyota compete with China using parts sourced from the country? It will help, as shown with the bZ3X. However, with Chinese brands like BYD producing everything in-house, including the batteries, it will still likely have the advantage.
Toyota is promising to launch a series of lower-cost, more efficient EV batteries, but that could still be a few years out.
With the new US tariffs on imports from Japan, Toyota is doubling down on local production to minimize costs. It also opened its first overseas battery plant in North Carolina earlier this year, which will power Toyota’s EVs, HEVs, and PHEVs in North America.
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A new patent hints at the name of Ford’s upcoming midsize EV pickup. Ford could be reviving an old nameplate for what it’s promising to be a “breakthrough” electric vehicle.
Ford’s next EV pickup could take the Ranchero name
After the F-150 Lightning, Ford’s next electric pickup could arrive as the Ranchero EV. Ford filed a trademark with the US Patent and Trademark Office (USPTO) under the name Ranchero on August 5, 2025.
Although details are slim, the application is for motor vehicles, specifically trucks, vans, utility vehicles, and electric cars.
The trademark, first found by Ford Authority, comes just over a week after CEO Jim Farley said the company would reveal “plans to design and build breakthrough electric vehicles in America,” on August 11.
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Ford is expected to outline plans for its advanced new EV platform, promising to cut costs while drastically improving efficiency.
The first vehicle based on the platform is expected to be a midsize EV pickup, which many believed would arrive as the electric Ford Ranger. Ford has already revived several iconic names in Europe with electric versions, including the Explorer, Capri, and Puma.
Ford’s electric vehicles in Europe from left to right: Puma Gen-E, Explorer, Capri, and Mustang Mach-E (Source: Ford)
Will the Ranchero be next? The Ranchero was ahead of its time, combining the style of a coupe with the utility of a pickup truck.
Ford sold from 1957 to 1979, calling it “More than a Car, More than a Truck.” Its success actually led GM to develop the Chevrolet El Camino.
1968 Ford Ranchero GT pickup (Source: Ford)
The company opened its new EV Design Center in Long Beach, California, this week, where it will bring the midsize electric pickup to life. It’s expected to arrive in 2027. Ford’s “skunkworks” team, led by Tesla’s former engineer Alan Clarke, has grown over the past year with former Tesla, Rivian, and Apple employees
What do you think? Would you buy an electric Ford Ranchero? You might be able to soon. We will learn more on August 11 during Ford’s event. We’ll keep you updated with the latest.
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