Rivian has delayed the initial deliveries of its first-ever electric car, the R1T pickup truck, from July until September, an email from CEO RJ Scaringe to reservation holders says.
In an email to Rivian reservation holders from Scaringe, the CEO indicates that “cascading impacts of the pandemic have had a compounding effect greater than anyone anticipated.” Scaringe explained that the impacts had affected everything from the construction of its Normal, Illinois, facility to the widespread semiconductor shortage.
“Everything from facility construction to equipment installation, to vehicle component supply (especially semiconductors) has been impacted by the pandemic. Beyond these unforeseen challenges, launching three new vehicles while setting up a multi-vehicle manufacturing plant is a complex orchestra of coordinated and interlinked activities where small issues can translate into ramp delays.” Scaringe wrote in the email.
Additionally, the Rivian CEO indicated that R1T deliveries have been pushed back to September. R1S SUV deliveries will begin “shortly thereafter,” the email says.
“We know you can’t wait to get behind the wheel of your vehicle. Earlier this summer, we announced that deliveries would begin in July; however, the timing for the first deliveries of the R1T has shifted to September, with the R1S shortly thereafter in the fall. I wanted to be sure you heard this from me directly.”
As of now, Rivian has two operating production lines at the Illinois production plant: one for the R1T and R1S and another for the commercial vans it is producing for companies like Amazon.
“Our plant in Normal, IL has two separate production lines currently producing vehicles, one for the R1 vehicles (initially R1T and R1S) and one for our commercial vans. We have now built hundreds of vehicles as part of our validation process, with many of those spotted out in the wild covered in unique vinyl wraps,” Scaringe added. According to the email, some reservation holders have asked why these vehicles aren’t being delivered. Scaringe says that the company’s long-term success and consumer satisfaction depend on quality and robustness. These vehicles are made for testing and not for owners to have, as Rivian could still be making minor adjustments to its first vehicles.
Rivian has been working toward initial deliveries for some time. Last year, the entire operation of manufacturing the first production builds of its vehicles was delayed by the COVID-19 pandemic. With the delivery date for some reservation holders set for July, owners will have to wait a few more months for Rivian to iron out the final touches of its vehicles. The semiconductor shortage has affected many manufacturers, and it is something that comes at the worst time as Rivian is forced to push back deliveries until September at the earliest.
The full email is available below.
“Hello –
I am writing this letter from our Normal, IL manufacturing plant where our teams are working around the clock to ramp production of our R1T, R1S and commercial vans. It is amazing to see the plant come to life through the work of so many passionate team members. As I’ve watched our team grow to more than 7,000 people, I’ve also witnessed the excitement from our supporters stretch even greater. Whether you were among our first reservation holders or you’re new to the community, thank you for putting your trust in us and showing so much enthusiasm for our products. We know you can’t wait to get behind the wheel of your vehicle. Earlier this summer, we announced that deliveries would begin in July; however, the timing for the first deliveries of the R1T has shifted to September, with the R1S shortly thereafter in the fall. I wanted to be sure you heard this from me directly. There are many reasons why our production ramp is taking longer than expected. The cascading impacts of the pandemic have had a compounding effect greater than anyone anticipated. Everything from facility construction, to equipment installation, to vehicle component supply (especially semiconductors) has been impacted by the pandemic. Beyond these unforeseen challenges, launching three new vehicles while setting up a multi-vehicle manufacturing plant is a complex orchestra of coordinated and interlinked activities where small issues can translate into ramp delays. Our plant in Normal, IL has two separate production lines currently producing vehicles, one for the R1 vehicles (initially R1T and R1S) and one for our commercial vans. We have now built hundreds of vehicles as part of our validation process, with many of those spotted out in the wild covered in unique vinyl wraps. I have been asked why we aren’t delivering those vehicles or why we continue to test rather than deliver. We believe it is critical to both our long-term success and your ultimate satisfaction that the quality and robustness of our launch products truly sets the tone for what to expect from us as a brand. I have spoken with a number of you and know we need to do a better job at communicating specifics around deliveries. Our Guides will continue reaching out to schedule deliveries and will be there for any questions throughout the process. We are also preparing for a multi-city, multi-format drive program set to roll out in September. You’ll start to see Rivian charging sites and service centers being built in your local communities; and as we head into the end of the year, you’ll also start to see events, programs and spaces where we’ll be able to bring our Rivian community together. Lastly, I have spent a lot of time in the R1T and R1S in just about every conceivable environment, and I am excited for you to experience the combination of refinement, capability and performance – it will be worth the wait! You’ll be hearing more from us over the coming weeks with additional updates and progress. Thanks again for your support and being on this adventure with us.
RJ”
News
Rivian unveils self-driving chip and autonomy plans to compete with Tesla
Rivian, a mainstay in the world of electric vehicle startups, said it plans to roll out an Autonomy+ subscription and one-time purchase program, priced at $49.99 per month and $2,500 up front, respectively, for access to its self-driving suite.
Rivian unveiled its self-driving chip and autonomy plans to compete with Tesla and others at its AI and Autonomy Day on Thursday in Palo Alto, California.
Rivian, a mainstay in the world of electric vehicle startups, said it plans to roll out an Autonomy+ subscription and one-time purchase program, priced at $49.99 per month and $2,500 up front, respectively, for access to its self-driving suite.
CEO RJ Scaringe said it will learn and become more confident and robust as more miles are driven and it gathers more data. This is what Tesla uses through a neural network, as it uses deep learning to improve with every mile traveled.
He said:
“I couldn’t be more excited for the work our teams are driving in autonomy and AI. Our updated hardware platform, which includes our in-house 1600 sparse TOPS inference chip, will enable us to achieve dramatic progress in self-driving to ultimately deliver on our goal of delivering L4. This represents an inflection point for the ownership experience – ultimately being able to give customers their time back when in the car.”
At first, Rivian plans to offer the service to personally-owned vehicles, and not operate as a ride-hailing service. However, ride-sharing is in the plans for the future, he said:
“While our initial focus will be on personally owned vehicles, which today represent a vast majority of the miles to the United States, this also enables us to pursue opportunities in the rideshare space.”
The Hardware
Rivian is not using a vision-only approach as Tesla does, and instead will rely on 11 cameras, five radar sensors, and a single LiDAR that will face forward.
It is also developing a chip in-house, which will be manufactured by TSMC, a supplier of Tesla’s as well. The chip will be known as RAP1 and will be about 50 times as powerful as the chip that is currently in Rivian vehicles. It will also do more than 800 trillion calculations every second.
Meet the Rivian Autonomy Processor.
Fast, smart, scalable and purpose-built for autonomous driving and the world of physical AI. Hitting the open road in 2026. pic.twitter.com/0wYXi5WKy7
— Rivian (@Rivian) December 11, 2025
RAP1 powers the Autonomy Compute Module 3, known as ACM3, which is Rivian’s third-generation autonomy computer.
ACM3 specs include:
- 1600 sparse INT8 TOPS (Trillion Operations Per Second).
- The processing power of 5 billion pixels per second.
- RAP1 features RivLink, a low-latency interconnect technology allowing chips to be connected to multiply processing power, making it inherently extensible.
- RAP1 is enabled by an in-house developed AI compiler and platform software
As far as LiDAR, Rivian plans to use it in forthcoming R2 cars to enable SAE Level 4 automated driving, which would allow people to sit in the back and, according to the agency’s ratings, “will not require you to take over driving.”
More Details
Rivian said it will also roll out advancements to the second-generation R1 vehicles in the near term with the addition of UHF, or Universal Hands-Free, which will be available on over 3.5 million miles of roadway in the U.S. and Canada.
More than any other feature, our owners have asked for more hands-free miles.
With Universal Hands-Free, you can now enjoy hands-free assisted driving on any road with clearly defined lanes. That’s roughly 3.5 million miles in the U.S. and Canada.
Look for it in our next… pic.twitter.com/ZFhwVzvt6b
— Rivian (@Rivian) December 11, 2025
Rivian will now join the competitive ranks with Tesla, Waymo, Zoox, and others, who are all in the race for autonomy.
News
Tesla partners with Lemonade for new insurance program
Tesla recently was offered “almost free” coverage for Full Self-Driving by Lemonade’s Shai Wininger, President and Co-founder, who said it would be “happy to explore insuring Tesla FSD miles for (almost) free.”
Tesla owners in California, Oregon, and Arizona can now use Lemonade Insurance, the firm that recently said it could cover Full Self-Driving miles for “almost free.”
Lemonade, which offered the new service through its app, has three distinct advantages, it says:
- Direct Connection for no telematics device needed
- Better customer service
- Smarter pricing
The company is known for offering unique, fee-based insurance rates through AI, and instead of keeping unclaimed premiums, it offers coverage through a flat free upfront. The leftover funds are donated to charities by its policyholders.
On Thursday, it announced that cars in three states would be able to be connected directly to the car through its smartphone app, enabling easier access to insurance factors through telematics:
Lemonade customers who own @Tesla vehicles in California, Oregon, and Arizona can now connect their cars directly to the Lemonade app! ⚡🚘
Direct connection = no telematics device needed 📵
Better customer experience 💃
Smarter pricing with Lemonade 🧠This is a game-changer… pic.twitter.com/jbabxZWT4t
— Lemonade (@Lemonade_Inc) December 11, 2025
Tesla recently was offered “almost free” coverage for Full Self-Driving by Lemonade’s Shai Wininger, President and Co-founder, who said it would be “happy to explore insuring Tesla FSD miles for (almost) free.”
The strategy would be one of the most unique, as it would provide Tesla drivers with stable, accurate, and consistent insurance rates, while also incentivizing owners to utilize Full Self-Driving for their travel miles.
Tesla Full Self-Driving gets an offer to be insured for ‘almost free’
This would make FSD more cost-effective for owners and contribute to the company’s data collection efforts.
Data also backs Tesla Full Self-Driving’s advantages as a safety net for drivers. Recent figures indicate it was nine times less likely to be in an accident compared to the national average, registering an accident every 6.36 million miles. The NHTSA says a crash occurs approximately every 702,000 miles.
Tesla also offers its own in-house insurance program, which is currently offered in twelve states so far. The company is attempting to enter more areas of the U.S., with recent filings indicating the company wants to enter Florida and offer insurance to drivers in that state.
Tesla Model Y configurations are getting hefty discounts and more benefits as the company is in the phase of its final sales push for the year.
Tesla is offering up to $1,500 off new Model Y Standard trims that are available in inventory in the United States. Additionally, Tesla is giving up to $2,000 off the Premium trims of the Model Y. There is also one free upgrade included, such as a paint color or interior color, at no additional charge.
NEWS: Tesla is now offering discounts of up to $1,500 off new Model Y Standard vehicles in U.S. inventory. Discounts of up to $2,000 are also being offered on Model Y Premiums.
These discounts are in addition to the one free upgrade you get (such as Diamond Black paint) on… pic.twitter.com/L0RMtjmtK0
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
Tesla is hoping to bolster a relatively strong performance through the first three quarters of the year, with over 1.2 million cars delivered through the first three quarters.
This is about four percent under what the company reported through the same time period last year, as it was about 75,000 vehicles ahead in 2024.
However, Q3 was the company’s best quarterly performance of all time, and it surged because of the loss of the $7,500 EV tax credit, which was eliminated in September. The imminent removal of the credit led to many buyers flocking to Tesla showrooms to take advantage of the discount, which led to a strong quarter for the company.
2024 was the first year in the 2020s when Tesla did not experience a year-over-year delivery growth, as it saw a 1 percent slide from 2023. The previous years saw huge growth, with the biggest coming from 2020 to 2021, when Tesla had an 87 percent delivery growth.
This year, it is expected to be a second consecutive slide, with a drop of potentially 8 percent, if it manages to deliver 1.65 million cars, which is where Grok projects the automaker to end up.
Tesla will likely return to its annual growth rate in the coming years, but the focus is becoming less about delivery figures and more about autonomy, a major contributor to the company’s valuation. As AI continues to become more refined, Tesla will apply these principles to its Full Self-Driving efforts, as well as the Optimus humanoid robot project.
Will Tesla thrive without the EV tax credit? Five reasons why they might
These discounts should help incentivize some buyers to pull the trigger on a vehicle before the year ends. It will also be interesting to see if the adjusted EV tax credit rules, which allowed deliveries to occur after the September 30 cutoff date, along with these discounts, will have a positive impact.
Rivian unveils self-driving chip and autonomy plans to compete with Tesla
Tesla partners with Lemonade for new insurance program
