Rivian's shift from carmaker to tech supplier

RJ Scaringe is building Rivian into a company that licenses software, AI and robotics far beyond its own vehicles.

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Oct 18, 2026

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Rivian's shift from carmaker to tech supplier

RJ Scaringe is building Rivian into a company that licenses software, AI and robotics far beyond its own vehicles.

In brief

RJ Scaringe is building Rivian into a company that licenses software, AI and robotics far beyond its own vehicles. Rivian CEO RJ Scaringe is repositioning the company as a technology supplier, licensing its electric architecture, software, AI models and autonomy stack to other brands while building robotics and…

Scaringe's vision beyond trucks

Rivian CEO RJ Scaringe wants the company to be much more than an EV maker, but without straying completely from that mission. His recent moves show a shift toward technology and services.

Vertical integration accelerates

Rivian has developed its own AI models for in-vehicle assistants and is building an end-to-end automated driving stack for passenger vehicles and future robotaxis through a partnership with Uber.

Custom silicon and VW deal

Custom silicon and VW deal

Rivian is developing custom silicon, a five nanometre processor in collaboration with Arm and T S M C. It also has a five point eight billion dollar joint technology venture with V W Group.

Scaringe's startup ecosystem

Scaringe created a micromobility skunkworks program that spun out into a startup called Also. He also founded industrial robotics startup Mind Robotics, now thirty-one percent owned by Rivian.

Doug Field joins Mind Robotics

Former Ford, Apple and Tesla executive Doug Field has been hired as president of Mind Robotics, which counts Rivian as a prospective customer for its industrial robots.

Licensing ambitions expand

Licensing ambitions expand

Scaringe talked of expanding the joint venture with V W to cover A I and autonomy, and licensing Rivian's technology to many different brands beyond the automaker itself.

The tech supplier model

Rivian is clearing a path toward licensing its electric architecture, software, A I models and autonomy stack. Mind Robotics builds industrial robots for Rivian factories and other companies.

Robotaxi as growth vector

A successful robotaxi launch with Uber could open the door to more deals. Scaringe is imagining how autonomy could reshape Rivian's own vehicle designs and experiences.

Autonomous vehicle design

A Porsche Macan sits in front of trees that are changing color.

Scaringe said autonomy opens design opportunities beyond R two and R three models. It can create dramatically different experiences for personally owned autonomous vehicles.

“It can create dramatically different experiences”

Scaringe's decade-long vision

Scaringe expressed excitement about the next ten years in transportation. Autonomy enables new dreams and thinking about what vehicles and mobility could become.

“I'm wildly excited about what the next 10 years look like in transportation because of what this enables us to dream and think about.”

Rivian by decade's end

By the end of the decade, Rivian will be far more than a maker of electric trucks and S U Vs. The company is positioning itself as a technology supplier to the broader automotive industry.

The bottom line

Rivian CEO RJ Scaringe is repositioning the company as a technology supplier, licensing its electric architecture, software, AI models and autonomy stack to other brands while building robotics and robotaxi businesses.

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