Rivian has officially launched the next-generation R1S and R1T, new versions of the company’s flagship electric vehicles.
“We continue to evolve our flagship R1 vehicles,” CEO RJ Scaringe said, “offering quality and performance without compromise. Our revamped R1S and R1T push the technical boundaries further, creating our most capable products to date.”
Rivian aimed to refine and improve performance, design, range, and overall ownership experience with the new R1T and R1S, bringing everything from new drivetrains to new interior aesthetics to the EVs without compromising any of the features that owners loved about the first generation.
Additionally, Rivian is rolling out its new Autonomy Platform, which was developed in-house and utilizes eleven internally developed cameras along with five radars that perform over 250 trillion operations per second.
“For most owners, their R1 Gen 2 will be the most powerful computer that they own,” VP of Autonomy and AI for Rivian, James Philbin, said.
Let’s dive into some of the improvements Rivian has employed:
Performance
Rivian’s next-gen R1 platform now features more power, performance, and range, all stemming from a new drive unit offered in its Tri and Quad-Motor configurations. Dual-Motor has not gone anywhere either, and still offers great performance metrics:
- Dual-Motor Our Dual-Motor delivers incredible all-wheel drive capability along with 665 horsepower and 0–60 mph in as quick as 3.4 seconds for the Performance variant
- Tri-Motor Our all-new 850 horsepower Tri-Motor packs two motors in the rear and one in front for a blend of exceptional power and range. The Tri-Motor R1T delivers 0–60 mph in 2.9 seconds while offering an estimated range of 380 miles. In Conserve Mode, the estimated range is up to 410 miles.
- Quad-Motor For peak adventure, our new 1,025 horsepower Quad-Motor delivers 0–60 mph in less than 2.5 seconds in R1T — and ¼ mile in 10.5 seconds — with a staggering 1,198 lb-ft of torque when using Launch Mode. 60–80 mph acceleration is 1.5 seconds, with incredible torque control at each wheel for superior on-road performance and off-road capability.
Ride and Handling
Rivian also focused on the ride and handling experience in the R1 lineup for this second-generation vehicle launch. The suspension system has been fully re-engineered, improving on what customers called a “sport-tuned feel” in the first-generation EVs. Rivian decided to go with a “smoother” ride for the new R1T and R1S, which is adjustable to ensure comfortable on and off-road capabilities.
Vehicle equipment has also been refined. Rivian developed new wheels and fitted them with new tires, including a redesigned 22″ aerodynamic wheel design and Pirelli-developed tires to increase range.
For Performance, Rivian is going with an Ultra-High-Performance Michelin tire that will be available on the Quad-Motor configurations. Additionally, for a “well-rounded” experience, Goodyear has a 20″ ADV tire that offers “balanced all-around capability with the rolling-resistance of an all-season,” and comes standard.
Range and Batteries
Three battery pack sizes will still be offered by Rivian, but the Max and Large batteries have been completely re-engineered and offer ranges of 420 and 330 miles, respectively, based on estimations. They will continue to use 2170 cylindrical cells, and the pack enclosure features a “large high-pressure de-casting” system to simplify manufacturing and reduce mass.
The new Standard Pack will feature lithium-iron-phosphate (LFP) chemistry and provide an EPA-estimated 270-mile range.
140 miles of range can be regained in as little as 20 minutes and are compatible with all major public high-speed charging networks. This includes the Rivian Adventure Network and the Tesla Supercharger Network.
Design and Experience
Rivian honed in on new features with the R1T and R1S and also added two new premium interiors, new exterior paint options, and new darkout trim options.
These are in addition to the new wheel and tire choices, and now vehicles come with a new electronically tinted glass roof, new in-cabin storage, interior lighting themes, new digital interfaces, and new cell shading designs for the different drive modes. It has also improved on the wireless charger.
Surround Sound Audio with Dolby Atmos is available with Rivian Premium Audio.
Refined Electrical Architecture and Compute Platform
The second-gen R1 features new electrical architecture and a new compute platform that was developed in-house by the Rivian hardware and software teams.
“While the exterior of the R1 looks similar, the electrical system is completely redone, providing a significant increase in features as well as a dramatic increase in sensing and compute capability,” Rivian’s SVP of Electrical Hardware, Vidya Rajagopalan, said.
Trimming the ECU count from 17 in the first-gen to just 7 in the second-gen, the “massive simplification” was part of a shift in zonal architecture. Infotainment, autonomy, and vehicle access, as well as battery management, all have their own ECUs. Every other vehicle function is controlled by the remaining three.
Rivian Autonomy Platform
The Rivian Autonomy Platform utilizes “11 internally developed cameras and five radars performing over 250 trillion operations per second, an industry-leading level of compute power.”
The cameras are high-resolution and now include 4K HDR units, which have 360-degree visibility and can see three-times farther than the previous system, as well as 10 seconds ahead at highway speeds.
These are the most camera megapixels of any EV in North America and enable improved dynamic range and clear vision in high-contrast scenarios, like tunnel entrances and exits.
Rivian is also utilizing a cabin-facing camera in the rearview mirror to detect both driver fatigue and distraction when operating in Enhance Highway Assist mode, which will roll out later this year.
The Autonomy Compute Module is backed up by dual NVIDIA DRIVE Orin processors, delivering 10 times more compute performance than the previous system.
Pricing
The new R1S will start at $75,900 and the R1T at $69,900. Dual-Motor configurations can be ordered today and are available immediately. Tri-Max is expected to be launched in the late Summer, while Quad Max will come shortly after.
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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.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
