News
Rivian's new 'Guardian Mode' will safely move passengers without any driver present
A new patent submitted by electric car maker Rivian aims to create a safe traveling experience without anyone actually operating the vehicle. This would allow the vehicle to transport individuals who are not fully-competent to operate a vehicle to a destination without having a driver present.
Rivian named the patent “Systems and Methods for Operating an Autonomous Vehicle in a Guardian Mode,” and filed it to the United States Patent Office on June 11, 2019. The patent would create a new mode that could allow a physical driver to not actually be present for the duration of a trip. It would instead give the vehicle’s owner the option to request a ride for someone who is not capable of legally or safely operating the vehicle, like a child or a senior citizen. The company calls this capability “Guardian Mode.”
Using examples like a child needing a ride home from school, Rivian mentions that the development of autonomous vehicles are allowing for safe travel without someone having to be in direct control of the vehicle. However, there is the possibility for someone who is not fully competent to still control the car and make use of the vehicle’s autonomous features to travel, even if they are not legally able to.
Rivian explains this point further in the following section:
“Modem autonomous vehicle technology allows an autonomous vehicle to transport passengers between destinations without being directly controlled by a human driver. Consequently, it is now possible for an autonomous vehicle to transport a user who is not fully competent (e.g., a child user, a senior citizen user, or a mentally challenged user) without a fully competent user being present. However, in such a situation, a user who is not fully competent may misuse the capabilities of the autonomous vehicle while in transit. Such misuse may lead to undesirable situations (e.g., a child requesting to go to a wrong location), or even dangerous situations (e.g., a child opening a door while the car is still in motion, or a child unbuckling a seat belt). Consequently, what is needed is an autonomous vehicle with a mode of operation that is appropriate for transporting users who are not fully competent.”
The new “Guardian Mode” would be activated by initially having a user request a destination for their vehicle. Subsequently, the vehicle would ask the user if it would be operating in “Regular Driving Mode” with a driver present, or in “Guardian Mode” without someone directly operating the vehicle. The car would then decide upon a route of travel based on this selection.
“Guardian Mode” would give the person who is present some freedoms within the vehicle, like radio or music operation, climate control, opening or closing windows, or in some cases, request a destination change. All of these options would be enabled or disabled by the owner of the car. They would input a PIN or passcode that would activate or deactivate each of these settings. The patent also states that the vehicle would be in constant connection with a laptop or smartphone to allow for communication between the vehicle and the owner.
In October, Rivian submitted a different patent for a control system that would customize a user’s ability to control certain functions within the vehicle. This was an attempt to increase the safety of the company’s fully-autonomous platform because they recognized that not everyone should have access to some features of the vehicle.
In an attempt to create a safer road, Rivian’s several patents geared toward the development of fully-autonomous driving are a recognition that there are loopholes within the overall framework of the idea. While self-driving vehicles are new and exciting and safer than humans in many ways, there are certain functions that are open for user abuse. One incident of a child getting behind the wheel of an autonomous car could spell disaster for the entire industry and may set back autonomous traveling technology back several years. Before the world commits to a fully autonomous driving future, the industry’s leaders must confront the obvious issues. The submission of these patents is proof that Rivian is facing these challenges head-on.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
