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Rivian gets a surprise visit from Tesla Chief Designer Franz von Holzhausen
Rivian captured the attention of the automotive world when it debuted its quad-motor R1T all-electric pickup truck and R1S SUV in Los Angeles this week, including the attention of none other than Tesla Chief Designer Franz von Holzhausen.
Teslarati spotted the veteran automobile designer, and chief designer to the Tesla Model S, Model X, and Model 3, paying a surprise visit to Rivian’s LA Autoshow booth one day before the event is set to open its doors to the general public. Tesla also has a booth this year at the auto show where the company is showcasing its solar roof tiles, energy products, and its fleet of electric vehicles.
While Tesla executives including CEO Elon Musk have yet to make any public comments about Rivian’s launch, Von Holzhausen’s presence at their LA Autoshow booth and his visible interest in the R1S SUV can be interpreted as a sign that Tesla is taking the Michigan-based electric car startup seriously.
Tesla Chief Designer Franz von Holzhausen checks out Rivian’s new R1S SUV. (Photo: Teslarati)
Rivian’s R1S design was led by Jeff Hammoud, who joined Rivian in May of 2017 as VP of Vehicle Design. Hammoud previously spent 13 years at Fiat Chrysler, where he was Chief of Design for the Jeep division. His most notable design during his tenure with Jeep was the Jeep Grand Cherokee. In addition to recruiting Hammoud from Jeep, Rivian also brought on Nick Malachowski as Director of Advanced Design.
“The R1T and R1S designs communicate strength and refinement while still inviting customers to get the vehicles dirty. Strong proportions and clean, continuous bodylines help achieve a modern, inviting stance while acknowledging the performance and level of technology integrated into the vehicles,” Rivian stated in a press release.
Details of the Rivian R1T and the Rivian R1S. (Credit: Christian Prenzler/Teslarati)
Although the design language between Tesla and Rivian may differ, Hammoud and Von Holzhausen both share in their passion to build and create something that would ordinarily just be a dream. And do so while being unbounded.
“The chance to be part of something like this from the ground up is the kind of opportunity you dream about,” Jeff Hammoud stated in a Rivian blog post.
“I’m looking forward to working at a new startup company that doesn’t have the confines of a large OEM,” Von Holzhausen told Car Design News when he joined Tesla in 2008.
Rivian’s R1S will go into production in the second half of 2020 and starts at $72,500. The R1S’s range is configurable between three battery pack variants: 105 kWh, 135 kWh, and 180 kWh, each providing 240, 310, and 410+ miles, respectively.
In addition to checking out Rivian’s SUV, Von Holzhausen also looked at Rivian’s R1T pickup truck that was also at the company booth. Rivian’s R1T is the first production electric truck to be revealed. Tesla is currently designing and developing their own electric pickup truck but has yet to disclose any information about its design, size, or pricing.
RELATED: Rivian R1T and R1S: Top 10 hidden features that make an electric off-road vehicle
The starting price for Rivian’s R1T begins at $69,000 and has the same battery pack configurations as the R1S. The company is expecting to produce roughly 50,000 of the R1T and R1S in their manufacturing plant in Normal, IL. Rivian has started to take preorders for both their vehicles with a $1,000 deposit.
Update: A spelling correction has been made to Rivian’s VP of Design, Jeff Hammoud.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
