Updated 6:35 PM ET: Rivian statement added and lede and headline updated for accuracy.
Rivian Automotive said it would recall 502 2022 R1T all-electric trucks in a recall issued by the NHTSA on May 10. The R1T may have improperly calibrated front passenger airbags due to a miscalibrated seat sensor, a defect that will require Rivian to replace the front passenger seat free of charge.
“Rivian Automotive, LLC (Rivian) is recalling certain 2022 R1T vehicles,” the recall summary on the NHTSA website states. “The Occupant Classification System (OCS) may not deactivate the airbag when a child or child seat occupies the front passenger seat. As such, these vehicles fail to comply with the requirements of Federal Motor Vehicle Safety Standard number 208, ‘Occupant Crash Protection.’”
The recall will require R1T owners to visit any of the automaker’s service centers across the country for a free replacement of the entire front passenger seat.
In the Safety Recall Report issued by the agency, it said Rivian vehicles produced from September 21, 2021, to May 12, 2022, would be possibly affected by the airbag defect. Rivian stopped building vehicles with suspect seat assemblies on May 12. The population of 502 vehicles was determined by supplier seat manufacturing records, seat calibration data, and Rivian component traceability information. “Due to a defect during supplier manufacturing of the seat, the calibration of the OCS does not perform consistently,” the description of the cause said.
Rivian lists its supplier for the tainted part as Hyundai Transys Michigan, LLC. According to the filing, “In March 2022, deviations in the OCS performance were identified in the seat production by Rivian. Subsequently, the calibration system was investigated to evaluate root cause.” MGA Research Corporation then provided Rivian with a report in April 2022 that included test results that indicated the airbag may not be automatically deactivated when it was tested. Rivian said that it is not aware of any accidents or injuries related to the issue.
Rivian told Teslarati:
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”Rivian has determined that on certain R1T vehicles, the front passenger seat may not deactivate the front passenger airbag as required if a child seat or child is in that seat. In the event of a crash which deploys the front passenger airbag, a seat with this improper calibration may increase the risk of injury for any child or child seat occupant sitting in the seat. We are contacting those with affected Rivian vehicles, and they will receive a passenger seat replacement free of charge at a Rivian service center. In the meantime, infants and children should not be placed in the front passenger seat of affected Rivian vehicles until a front passenger seat replacement is complete.”
The risk of safety caused by the airbag is due to the possible deployment of an airbag if a child or child seat occupies the front passenger seat of the vehicle. Airbags are dangerous for children age 12 and younger, according to the CDC. The agency also recommends never putting a rear-facing car seat in front of an airbag, as front passenger airbags can injure or even kill young children in the event of a crash.
Rivian will also be reimbursing owners for previous out-of-pocket repairs. However, the OCS and passenger seat for vehicles affected in the recall also are covered under the automaker’s 5-year/60,000-mile limited warranty.
Rivian will begin notifying affected customers not to seat children or child seats in the front passenger seat of affected vehicles as soon as possible through text, emails, and in-vehicle messaging. Rivian’s notifications will mail to owners starting on or before July 1.
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Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
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.”
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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.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
