In an announcement on Wednesday, Amazon revealed that it has begun testing some of its Rivian-made electric delivery vans in Los Angeles. The vehicles are custom-built according to Amazon’s specifications through the EV automakers’ skateboard platform, and are capable of traveling 150 miles per charge.
Amazon and Rivian’s electric delivery van project was announced in September 2019, when the e-commerce giant stated that it would be buying 100,000 delivery vehicles from the electric truck maker as part of its aim to achieve zero net carbon emissions in its performances by 2040, a full decade ahead of the Paris Agreement. Amazon also launched a fund to help accomplish this goal, investing in Rivian as part of its pledge.
In a blog post, Amazon noted that the deployment of its first Rivian-made all-electric delivery vans is just the beginning. This year, the e-commerce giant aims to test the vehicles in 15 additional cities, ahead of tens of thousands of the vehicles being deployed to the road over the next few years. Ross Rachey, Director of Amazon’s Global Fleet and Products, noted that the reception to the Rivian-made vans has proven very positive so far.
“We’re loving the enthusiasm from customers so far—from the photos we see online to the car fans who stop our drivers for a first-hand look at the vehicle. From what we’ve seen, this is one of the fastest modern commercial electrification programs, and we’re incredibly proud of that,” Rachley said.
To support the rollout of its first Rivian-made EVs and to prepare for the arrival of more of the vehicles, Amazon has initiated efforts to build a charging infrastructure for its vans. The e-commerce giant has installed thousands of electric vehicle charging stations in North America and Europe, and more are planned in the near future.
Rivian Founder and CEO RJ Scaringe, for his part, has noted that the EV maker’s customizable skateboard platform played a huge part in the creation of Amazon’s electric delivery vans. “Rivian’s purpose is to deliver products that the world didn’t already have, to redefine expectations through the application of technology and innovation. This milestone is one example of how Rivian and Amazon are working toward the world of 2040, and we hope it inspires other companies to fundamentally change the way that they operate,” Scaringe said.
Watch Amazon’s new video of its Rivian delivery vans below.
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News
Tesla targets Bay Area airports as next step for Robotaxi rollout
The update was initially reported by Politico, which cited records that it reportedly obtained.

Tesla has expressed interest in operating its Robotaxi ride-hailing service in three of Silicon Valley’s busiest airports, as per the company’s communications with California regulators.
The update was initially reported by Politico, which cited records that it reportedly obtained.
Key Robotaxi battleground
As per the publication, Casey Blaine, Tesla’s senior regulatory counsel, informed regulators in California that the electric vehicle maker was “initiating engagement with the following airports to secure the necessary approvals to conduct pick-ups/drop-offs: San Francisco International Airport, San Jose Mineta International Airport, and Oakland International Airport.”
High-traffic airports have long been a focal point for autonomous vehicle firms like Waymo, which recently secured permits to operate in San Jose and is progressing in San Francisco after a lengthy battle with labor groups. By pursuing airport access, Tesla seems to be hinting that it wants a share of the same market. Regulators confirmed that Tesla has opened discussions with each Bay Area airport, though no permits have been granted yet.
Regulator visit
California’s Public Utilities Commission, the state’s primary ride-hailing regulator, has reportedly engaged directly with Tesla in recent months. Agency officials reportedly visited Tesla’s Palo Alto offices to learn more about the company’s ride-hailing program and its technology. Agency spokesperson Terrie Prosper shared some insights about the matter.
“CPUC staff are aware of Tesla’s recently expanded Bay Area charter-party carrier service and associated app. As for any charter-party carrier regulated by the CPUC, staff engages to exchange information, promote safety, and monitor compliance with applicable rules and regulations. Among other things, we appreciate and expect Tesla and all carriers to properly and clearly represent its service to the public,” Proper noted.
Tesla has already allowed Bay Area riders to book trips through its Robotaxi app, which launched to select customers in July before opening publicly in September. Videos posted online show Tesla’s driverless cars are still operating with safety drivers, though Musk has suggested that the service could be fully driverless by the end of the year.
Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.

Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
News
Tesla China posts strongest registrations of Q3 so far with first Model Y L deliveries
Tesla posted 14,300 insurance registrations in China during the week of September 1–7.

Tesla posted 14,300 insurance registrations in China during the week of September 1–7, a 14.4% increase from the previous week’s 12,500 units.
The figure marks Tesla’s highest weekly performance so far this quarter so far, despite the company’s year-over-year figures still being below 2024’s numbers.
Weekly registrations
The week’s registrations broke down to 5,000 Model 3s and 8,400 Model Ys, including the first 900 units of the newly launched Model Y L variant, as per estimates from industry watchers. On a quarterly basis, Tesla China is tracking 41.3% growth compared to the previous quarter, which bodes well for the company’s results this Q3 2025.
For the month of August, Tesla sold 57,152 vehicles in China, down 9.93% from the same period in 2024 but up 40.7% from July’s 40,617 units, according to the China Passenger Car Association (CPCA). Year-to-date, Tesla’s China sales are 7.2% lower compared to the previous year.
Model Y L first deliveries
The week ending September 7 was the first week that included the newly released Model Y L, a six-seat extended wheelbase version of the company’s best-selling all-electric crossover. Industry watchers estimate that last week, the first 900 units of the Model Y L have been registered, though this number is expected to increase in the coming weeks as deliveries of the vehicle hit their pace.
Citing information from a Tesla store in Beijing, Chinese media outlet Cailianshe stated that the Model Y L has been seeing a lot of interest among car buyers. “(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” a Tesla representative stated.
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