Episode Details

Rivian just pulled off a financial surprise—slashing 2026 capital spending by $250M to $1.7–1.8B while tightening projected losses, all thanks to smarter project timing and efficiency. They’re staying on track to deliver 65K–70K vehicles this year, even as their new R2 model—priced lower than others—is flying off the reservation with stronger-than-expected demand. Plus, Rivian’s self-driving push is accelerating: hands-off driving by year-end, full autonomy by 2028, and cash reserves are growing stronger.

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