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”
Tesla has upgraded the Model Y’s two most affordable trims, the Rear-Wheel-Drive and All-Wheel-Drive, with two new interior features that bring them level with their “Premium” siblings.
The Rear-Wheel-Drive (RWD) and All-Wheel-Drive (AWD) trims, formerly known as the “Standard” offerings of Tesla’s most popular vehicle, are now fitted with the all-black headliner and a higher-quality 16-inch center screen, two features that were added to the Premium trims earlier this year.
Here’s what the new Black Headliner looks like compared to the old design in the Model Y RWD and AWD: https://t.co/vaMUZz30UC pic.twitter.com/i1yXjJNu7L
— TESLARATI (@Teslarati) June 5, 2026
The RWD and AWD trims of the Model Y now have a more premium interior feel with these upgrades, and it also appears to be a move by Tesla to streamline manufacturing by eliminating variance across configuration levels.
It makes production less complicated when the interior colors are all identical. Additionally, all Model Y builds now have the larger and higher-resolution screen than previous model years.
Priced at $39,990 and $41,990, respectively, the Model Y RWD and AWD are quite different from the Premium trims. Tesla aimed to make an affordable version of what has been the best-selling car in the world on several occasions, enabling more accessibility.
The differences from an interior standpoint are noticeable, as there is significantly less storage, a lack of A/C seats, and no glass roof. However, the car is still a great option and features a good powertrain, strong range ratings of 321 miles for the RWD and 294 miles for the AWD, and a great ride quality.
Tesla Model Y Standard Full Review: Is it worth the lower price?
Other shortcomings are the lack of acoustic-lined windows, which are featured in the Premium trims to help with excess cabin noise. In our testing of the Model Y Standard back in late 2025, this was perhaps the most noticeable difference between it and the Premium trim. The stereo was also a huge difference:
This now includes the Model Y RWD and AWD, the two trims that were formerly know as “Standard”
You can see what the big differences are between the RWD/AWD and the Premium below:
https://t.co/ptLnm95KjX https://t.co/vaMUZz30UC pic.twitter.com/scuRNErXoC
— TESLARATI (@Teslarati) June 5, 2026
The RWD and AWD trims of the Model Y are still a great vehicle at an affordable price, and you can experience them for yourself at your local Tesla showroom. Test drives are always available, and it’s a great way to experience an EV for yourself, especially if you have no knowledge about them.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Tesla upgrades Model Y’s affordable trims with new interior features
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
