Connect with us

News

Rivian delivered just over 10,000 vehicles in Q3

Credit: Rivian

Published

on

Rivian has reported its delivery and production numbers for the third quarter of the year, along with detailing production issues related to a parts shortage.

On Friday, Rivian announced in a press release that it delivered 10,018 vehicles in Q3, along with producing 13,157 units at its Illinois production facility. The deliveries represent the automaker’s lowest quarterly figure since Q1 last year, and Rivian also shared some insight on its recent problems at the Normal, Illinois factory.

The company stated that it’s experiencing an ongoing “production disruption,” due to a shortage of a component that’s included in both the R1 and Rivian Commercial Van (RCV) platforms. Rivian said that the parts shortage began in Q3 but had become increasingly more acute in recent weeks and will continue into Q4.

The company also said that it was reaffirming its annual delivery outlook of low single-digit growth compared to last year, with a forecasted range of about 50,500 to 52,000 vehicles.

Advertisement

Heading into the final three months of the year, Rivian has delivered 37,396 units and produced 36,749 units. To surpass its 2023 numbers, the company’s Q4 delivery and production figures would need to reach at least 12,726 and 20,483, respectively.

In August, it was reported that Rivian was temporarily pausing production of its vans due to a parts shortage, though it’s unclear at this time if this is the same issue.

At the time of writing, Rivian hasn’t responded to Teslarati’s request for additional details on the parts shortage.

Rivian plans to hold its Q3 earnings call on November 7 at 5:00 p.m. Eastern, along with releasing its financials after market close on the same day. You can follow along with the live webcast here, or listen to a replay on the company’s investor relations page for four weeks following the initial web cast.

Advertisement

Rivian’s Quarterly Deliveries in 2023 and 2024

  • Q3 2024 – 10,018
  • Q2 2024 – 13,790
  • Q1 2024 – 13,588
  • FY 2023 – 50,122
  • Q4 2023 – 13,972
  • Q3 2023 – 15,564
  • Q2 2023 – 12,640
  • Q1 2023 – 7,946

Rivian’s Quarterly Vehicles Produced in 2023 and 2024

  • Q3 2024 – 13,157
  • Q2 2024 – 9,612
  • Q1 2024 – 13,980
  • FY 2023 – 57,232
  • Q4 2023 – 17,541
  • Q3 2023 – 16,304
  • Q2 2023 – 13,992
  • Q1 2023 – 9,395

Rivian-VW partnership and Elon Musk’s take

In the second quarter, Rivian and Volkswagen announced a $5 billion investment from the German automaker, the first $1 million of which appeared in the electric truck maker’s Q2 financials. The investment is expected to create a partnership between the two companies to build electric vehicles (EVs) and an improved software platform, along with helping Rivian prepare for production of the upcoming R2 vehicles.

Last month, Elon Musk shared his thoughts on the Volkswagen investment into Rivian, ultimately asking where the German automaker would get the money for the deal amidst massive cost-cutting measures.

Rivian approved to expand its factory in Normal, Illinois

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Advertisement

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Advertisement
Comments

Elon Musk

Tesla Q1 Earnings: What Elon Musk and Co. will answer during the call

Published

on

Credit: Tesla

Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.

With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.

These five questions come from Retail Investors, who are normal, everyday shareholders:

  1. When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
  2. What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
  3. How will Hardware 3 cars reach Unsupervised Full Self-Driving?
  4. When do you expect Unsupervised Full Self-Driving to reach customer cars?
  5. When will Robotaxi expand past its current limited rollout?

Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:

  1. Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
  2. What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
  3. Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?

The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.

This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.

Advertisement

Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.

The Earnings Call is set to take place on Wednesday at market close.

Continue Reading

Elon Musk

Elon Musk reveals shocking Tesla Optimus patent detail

What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.

Published

on

Credit: Tesla

Elon Musk revealed a shocking detail on the Tesla Optimus patent that was revealed last week. Despite it being made public for the first time, Musk said the company has already moved on from the design, an incredible truth about the development of new technology: things move fast.

Musk dropped a bombshell about the Tesla Optimus humanoid robot hand patent that was released last week. Musk, candidly replying to a post late at night on X, revealed that what is a new technology to many fans and insiders is actually old news to those developing the tech directly.

“We already changed the design,” Musk said. “This one didn’t actually work.”

Patents, after all, are often viewed as blueprints for future products. Yet Musk revealed that the rolling contact mechanism—intended to provide smooth, low-friction articulation in the fingers—had already been scrapped after real-world testing exposed its shortcomings.

What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.

The hand has been one of the biggest challenges for Tesla engineers since Optimus development started years ago. Musk has said that there is not enough recognition for how incredible and useful the human hand is, and designing one for a humanoid robot has been the biggest challenge of all.

Advertisement

Tesla is stumped on how to engineer this Optimus part, but they’re close

This moment underscores the persistent engineering hurdles in achieving reliable humanoid hand dexterity. Human fingers are marvels of evolution: 27 bones, intricate tendons, ligaments, and a network of sensors working in perfect harmony. Replicating that in metal and silicon is extraordinarily difficult.

Rolling contacts promised reduced wear and precise motion, but testing likely revealed issues with durability under repeated stress, grip stability on varied surfaces, or the micro-precision needed for fine motor skills.

These aren’t minor tweaks, but instead they represent fundamental challenges that have plagued robotics teams for decades. Even advanced competitors struggle here—hands remain the Achilles’ heel of most humanoids because the margin for error is razor-thin.

Advertisement

A fraction of a millimeter off, and a robot drops a glass or fails to button a shirt.

What makes Musk’s reply remarkable is how it signals Tesla’s direct communication style on prototype limitations. While many companies guard failures behind glossy marketing and vague timelines, Tesla openly shares setbacks.

Musk was forthcoming about the failure of this recent design. This transparency builds trust with investors, engineers, and fans. It shows Tesla treats Optimus development like true science: rapid iteration, rigorous testing, and zero tolerance for hype that doesn’t match reality.

The disclosure from Musk also highlights Tesla’s blistering pace of development. By the time the patents are published, which is often over a year after the initial filing, the technology has already evolved.

Advertisement

Optimus is far from a static product, and it’s a living project advancing weekly.

In the high-stakes race for general-purpose robots, Tesla’s approach stands out. Admitting a finger-joint design “didn’t actually work” isn’t a weakness—it’s confidence.

True innovation demands confronting failure head-on, and Musk just reminded the world that Optimus is being engineered that way. The next version of those hands is already in testing, and it will be better because Tesla isn’t afraid to say what didn’t work.

Advertisement
Continue Reading

Elon Musk

Tesla is sending its humanoid Optimus robot to the Boston Marathon

Tesla’s Optimus robot is heading to the Boston Marathon finish line

Published

on

By

Tesla’s Optimus humanoid robot will be stationed at the Tesla showroom at 888 Boylston Street in Boston, right along the final stretch of the Boston Marathon today, ready to cheer on runners and pose for photos with spectators.

According to a Tesla email shared by content creator Sawyer Merritt on X, Optimus will be at the Boston Boylston Street showroom on April 20, coinciding with Marathon Monday weekend. The Boston Marathon finishes on Boylston Street, and the surrounding area draws hundreds of thousands of spectators along with international broadcast coverage. Placing Optimus there puts it in front of a massive public audience at zero advertising cost.

The Tesla showroom is at 888 Boylston Street, between Gloucester Street and Fairfield Street. The final mile of the marathon runs directly along Boylston Street, with runners passing the big stores before reaching the finish line at Copley Square.

Optimus was first announced at Tesla’s AI Day event on August 19, 2021, when Elon Musk presented a vision for a general-purpose robot designed to take on dangerous, repetitive, and unwanted tasks. In March 2026, Optimus appeared at the Appliance and Electronics World Expo in Shanghai, where on-site staff stated that mass production of the robot could begin by the end of 2026. Before that, it showed up at the Tesla Hollywood Diner opening in July 2025 and at a Miami showroom event in December 2025.

Tesla’s well-calculated display of Optimus gives the public a low-pressure first encounter with a robot that Tesla is preparing  to soon deploy at scale. The company has previously indicated plans to manufacture Optimus robots at its Fremont facility at up to 1 million units annually, with an Optimus production line at Gigafactory Texas targeting 10 million units per year.

Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai

Advertisement

Musk has said that Optimus “has the potential to be more significant than the vehicle business over time,” and separately that roughly 80 percent of Tesla’s future value will come from the robot program. Whether that holds depends on production execution. For now, Boston gets a preview of what that future looks like, standing at the finish line on Boylston Street while 32,000 runners pass by.

Continue Reading