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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.
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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.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
