Episode Details

Don't let the headlines fool you. Rivian's Q1 2026 production might look "down," but the reality is a masterclass in business discipline. From clearing out 2025 inventory to launching the most anticipated SUV of the decade, RJ Scaringe is playing the long game.

We’re looking at the $1.25B Uber deal, the 30,000 Amazon van fleet, and why Rivian’s new "zonal architecture" is scaring the legacy automakers. If you’re holding $RIVN or thinking about an R2, you need to hear this.