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Rivian R1T pickup truck will be a viable commercial fleet vehicle, analysts weigh in
Rivian has branded itself as a luxury electric vehicle-maker for outdoor enthusiasts, but auto industry analysts have recently seen another promising use for the company’s upcoming products: fleet vehicles.
The R1T has over 800 lb-ft of torque, nearly 1800 lbs of payload capacity, and the ability to tow around 11,000 lbs, making it a vehicle capable of serious work in nearly any industry currently utilizing trucks for business purposes in company fleets.
However, even Rivian’s largest battery pack, which boasts an impressive 400 miles of range, doesn’t quite meet the range expectations that truck customers expect from their gasoline and diesel-powered vehicles. This particular customer base, of course, isn’t Rivian’s immediate target as it first enters the market, but the Michigan-based car maker is already piquing broad interest in its vehicles, and industry professionals are taking note.
Not every potential Rivian truck customer will see limited mileage as a reason to choose diesel-power over battery-electric power, as predicted by some auto experts assessing the company’s market appeal. Companies whose travel needs are limited to short trips to job sites, for example, could put things like torque, load capacity, and fuel savings higher on the list of priorities than range for commuting. These are areas where Rivian’s R1T shines.
“EV pickups may best be suited for commercial fleets, such as those owned by energy companies,” Michelle Krebs, executive analyst for Autotrader, was quoted as saying by the Detroit Free Press (DFP). “Fleets operating in clearly defined areas, such as metro Detroit, could be ideal. Short distances and a good charging infrastructure might also make EV pickups practical for construction and mining companies.”
Pickup trucks make up the largest part of the vehicle market in the United States, accounting for nearly 3 million sales last year, meaning that a startup like Rivian has a lot to gain if it’s able to tap into the consumer base in a meaningful way. Amazon and Ford appear to have already seen the potential in Rivian’s electric skateboard platform via their combined $1.2 billion dollars investment in the company. Jeff Bezos, CEO of Amazon, recently commented about Rivian’s mission and voiced his support for the company.
“As with most of our major investments, and acquisitions, we’re always looking for mission-driven entrepreneurs — missionaries instead of mercenaries. And the guy who leads the company, a guy named R.J., is one of the most missionary entrepreneurs I’ve ever met,” Bezos said, referring to Rivian’s CEO R.J. Scaringe.
These kinds of positive assessments for all-electric trucks in the auto market would also carry over into Tesla’s future prospects as well for its truck. Admittedly, details surrounding the Blade Runner-inspired vehicle are sparse; however, CEO Elon Musk has mentioned possible stats that would offer incredible worksite capabilities. As teased, the Tesla Truck will have 400-500 miles of range per charge, dual motor AWD, a 240-volt connection for heavy-duty tools, and up to 300,000 pounds of towing capacity. The unveiling is said to take place later this year.
Both of Rivian’s vehicles – the R1T truck and the R1S SUV – are currently open for pre-order via the company’s website. Production and deliveries are anticipated to begin in 2020.
News
Tesla China’s new six-seat Model Y L already sold out through October
New Tesla Model Y L orders now show an estimated delivery date of November 2025 at the earliest.

Tesla’s new Model Y L is sold out for October in China, with new orders showing an estimated delivery date of November 2025 at the earliest.
The extended-wheelbase variant, launched in August and first delivered this month, has quickly become one of Tesla’s strongest-selling vehicles in its key overseas market.
Demand and expectations
Tesla China initially positioned the Model Y L for September deliveries, with Vice President Grace Tao confirming on Weibo that the vehicle would begin reaching customers this September. True to that promise, the first handovers of the vehicle started last week. Since its launch, the six-seat crossover has sold out its September and October allocations, hinting at healthy demand.
Industry estimates suggested that Tesla received more than 35,000 orders for the Model Y L on launch day alone. While some Model Y L orders may overlap with those of the standard Model Y, industry watchers have noted that the six-seat, extended wheelbase variant is expanding the company’s total addressable market by appealing to car buyers who need more space and seating.
Tesla China boost
The Model Y L’s strong momentum is significant as Tesla navigates a competitive Chinese EV sector. With deliveries now stretching into November, the new crossover could potentially lift Tesla’s quarterly sales performance and help maintain its relevance in a market dominated by fast-moving domestic brands.
Beyond China, the extended-wheelbase Model Y L may also serve as a strategic export product for markets where larger family vehicles are in demand. Its early sellout performance suggests that Tesla has tapped into a new growth lever within its most successful vehicle lineup. With a starting price of RMB 339,000 ($47,180), after all, the Model Y L has the makings of a true bang-for-the-buck vehicle.
News
Tesla targets Bay Area airports as next step for Robotaxi rollout
The update was initially reported by Politico, which cited records that it reportedly obtained.

Tesla has expressed interest in operating its Robotaxi ride-hailing service in three of Silicon Valley’s busiest airports, as per the company’s communications with California regulators.
The update was initially reported by Politico, which cited records that it reportedly obtained.
Key Robotaxi battleground
As per the publication, Casey Blaine, Tesla’s senior regulatory counsel, informed regulators in California that the electric vehicle maker was “initiating engagement with the following airports to secure the necessary approvals to conduct pick-ups/drop-offs: San Francisco International Airport, San Jose Mineta International Airport, and Oakland International Airport.”
High-traffic airports have long been a focal point for autonomous vehicle firms like Waymo, which recently secured permits to operate in San Jose and is progressing in San Francisco after a lengthy battle with labor groups. By pursuing airport access, Tesla seems to be hinting that it wants a share of the same market. Regulators confirmed that Tesla has opened discussions with each Bay Area airport, though no permits have been granted yet.
Regulator visit
California’s Public Utilities Commission, the state’s primary ride-hailing regulator, has reportedly engaged directly with Tesla in recent months. Agency officials reportedly visited Tesla’s Palo Alto offices to learn more about the company’s ride-hailing program and its technology. Agency spokesperson Terrie Prosper shared some insights about the matter.
“CPUC staff are aware of Tesla’s recently expanded Bay Area charter-party carrier service and associated app. As for any charter-party carrier regulated by the CPUC, staff engages to exchange information, promote safety, and monitor compliance with applicable rules and regulations. Among other things, we appreciate and expect Tesla and all carriers to properly and clearly represent its service to the public,” Proper noted.
Tesla has already allowed Bay Area riders to book trips through its Robotaxi app, which launched to select customers in July before opening publicly in September. Videos posted online show Tesla’s driverless cars are still operating with safety drivers, though Musk has suggested that the service could be fully driverless by the end of the year.
Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.

Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
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