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Rivian's Q3 2026 Earnings Call
Description
Bodie breaks down Rivian’s Q3 2026 earnings call, covering the R2 production ramp, delivery growth, and the company’s path toward improved automotive margins. The discussion includes upcoming lower-priced R2 variants, supplier constraints, and Rivian’s decision to position the R1 lineup further upmarket. Software and services revenue, the Volkswagen joint venture, growing demand for commercial vans, and a CFO transition round out the business updates. Autonomy takes center stage as Rivian outlines its supervised point-to-point driving plans, Uber partnership, and acquisition of Third Dimension AI to support simulation and development. Bodie also shares recent experiences with Tesla FSD and considers the value of paid driving assistance, subscription retention, and how autonomy pricing could evolve. Finally, the episode explores Rivian’s brand awareness challenges and whether features like its Ghostbusters Halloween mode can help introduce the company to a broader audience.
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My Podcasts Earnings Call Art created by Grok and resized by Dall-E (Thanks Obie)Original artwork by Obi; adapted for this episode.
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