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EXCLUSIVE: ‘Rivian wanted what Georgia had’: How the Peach State became Rivian’s $5B match
In the Northern portion of Georgia, about 45 miles East of Atlanta, a 2,000-acre slice of land is covered in beautiful trees, hosting stunning landscapes of the rural sections of the Peach State. For several years, Georgia Economic Development Department Commissioner Pat Wilson has pitched this massive piece of beautiful real estate to various automakers, with nobody willing to bring another massive vehicle manufacturing facility to the heart of the Southeastern United States. That was until Rivian came to town.
“It was the perfect company for the perfect site.”
“We considered making it an OEM site,” Wilson, who has been the Commissioner of the State of Georgia’s Economic Development Department since November 2016, told Teslarati in an exclusive interview. He showed the property to Volvo and Toyota/Mazda, among others, over the past few years, but could not come to terms with them on the land. These large-scale, mass-market automakers were unwilling to join Kia, which has a massive $1.8 billion, 2.2 million square foot factory just miles away from the Georgia-Alabama border, to bring a sizeable manufacturing plant to Georgia. It just was not the right fit.
The right fit would eventually come along. While sifting through requests from various companies who were interested in the site and ultimately coming up with no buyers, Wilson knew the right company would eventually show up to build on the land. It would not end up being a car company with a long-standing history of successful automotive manufacturing. Instead, a company known as Rivian Automotive, which just rolled its first production units off of an assembly line in Normal, Illinois, and completed its first deliveries earlier this year, was requesting information. It would end up being the peach Georgia needed to secure its single most significant investment in state history — $5 billion, to be exact. “It was the perfect company for the perfect site,” Wilson said. “Rivian wanted what Georgia had.”
Rivian will build its next EV manufacturing plant in Georgia
CEO RJ Scaringe eventually drove around the 2,000-acre site in a Rivian R1T, plotting ideas and envisioning his young and scrappy company’s second U.S.-located automotive assembly plant. It is a beautiful landscape, and it needed to be preserved. “RJ was genuinely concerned about keeping the area environmentally stable. ” Wilson said. “You only have to look at their website and read a little bit of it to see that this is a company that cares about the world and sustainability. It was important to him to keep the area in its beautiful state.”
“RJ was genuinely concerned about keeping the area environmentally stable…It was important to him to keep the area in its beautiful state.”
Rivian wanted a property with a beautiful landscape, and Wilson said the company wanted to preserve its beauty and integrate its future automotive facility into the topography, which will hit its expected employment of 7,500 people in 2028. It also did not intrude on locals or nearby residents, who gave their blessing for the Economic Development Department to offer the area to large industries. “We don’t propose sites unless we are invited to do so,” Wilson clarified. Citizens welcomed projects with open arms, which solved half of the issue. The next was selling Rivian on the idea.
Selling Scaringe: Lofty Expectations
Rivian undoubtedly had its reservations, and its elevated expectations and accelerated timeline scared off plenty of other regions that were in the running for “Project Terra.” Like other high-tech electric vehicle startups, Rivian had lofty goals to begin production shortly after construction starts. Other states and areas might not have been as willing or able as Georgia to commit to the quick turnaround Rivian and Scaringe had described. Construction will begin in Georgia in Summer 2022, with production lines ramping up in 2024. Rivian hopes to have one of its non-negotiable terms met by launching production around two years after construction crews break ground. Evidently, Speed to Market was a real need for Rivian, and it needed the right State and the right team to make it happen.
CEO & Founder of Rivian, RJ Scaringe (Photo: Rivian)
Speed and efficiency of the construction process was not the only advantage Rivian saw with the site, however. The 2,000-acre land plot that the company locked up and subsequently announced during the company’s first quarterly earnings call as a publicly-traded entity last week also has a great location that could alleviate potential supply chain concerns. Sitting in the Interstate 20 corridor, the plant will have easy access to the Port of Savannah and the State’s 5,000 miles of railway to deliver manufacturing materials quickly. This solved logistical concerns relatively quickly.
There were other concerns too, however. Georgia has one of the lowest unemployment rates in the United States, which sounds like a good thing. Department of Labor statistics listed Georgia’s unemployment rate at just 2.8% for November 2021, the fourth-lowest rate federally, following Nebraska (1.8%), Utah (2.1%), and Oklahoma (2.5%). Interestingly and nearly counterintuitively, a low unemployment rate could actually bring some large-scale companies with sizeable employment needs problems down the road, and Rivian knew that Georgia had a reputation for keeping its people employed. Governor Brian Kemp kept the State’s workforce relatively operational through the COVID-19 pandemic in 2020 and 2021. “He created structure for the State,” which ultimately kept Georgia’s people at work, eliminating widespread unemployment and furloughs, Wilson said.
Georgia committed to Rivian’s needs and essentially removed its concerns regarding employment by securing plans for a Quick Start workforce training program facility at the future automotive plant. Quick Start is a State-sponsored program created in 1967 that provides customized workforce training for expanding industries. It runs through the Georgia Technical College System and gives workers free, hands-on, in-depth training that contributes to the state’s economy. Wilson said the program essentially lets taxpayer dollars be funded back into local communities through job training. It keeps people at work, it invests back into the citizens of the State, and most importantly, it prepares them for the job they are about to start. It is a highly successful and proven program that resulted in the first car ever built at the Kia Factory in West Point being fully operational. This is an event that does not happen often, as most vehicles that roll off of production lines as prototypes in a facility’s early days are usually a result of training and are not close to production quality.
Quick Start does more than give employees comprehensive, hands-on training. It also gives Georgians the opportunity to stay in their communities and develop them. Wilson was adamant that the Quick Start program has retained indescribable amounts of talent in Georgia, keeping the State’s workforce and some of its most brilliant minds local. “It gives people a chance to help their communities, but it keeps Georgia talent in Georgia. It benefits the taxpayers because we are investing back into our people,” Wilson added.
While Rivian’s project is the most recent to enter Georgia, Wilson certainly hopes it is not the last. “I hope more EV makers come to our State,” he said. “There will be more change in the automotive industry in the next ten years than there was in the last 100. These are jobs for the future, and we are looking for them because it is generational for the State. These plants will create jobs 60 years down the road.”
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United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.
Investor's Corner
Tesla has a Cybercab problem nobody saw coming
Tesla’s Cybercab line now builds robotaxis faster than Tesla can deploy them, Lars Moravy says.
Tesla’s Cybercab line in Texas can now build the two seat robotaxi faster than the company can put it into service, according to Lars Moravy, Tesla’s Vice President of Vehicle Engineering. “We don’t run every day because the line can run so fast. It’s currently outpacing our deployments,” Moravy said in a new Cybercab deep dive from Munro Live. “So, it’s a bit of a race right now. Who’s going to go faster? Right now the manufacturing line’s ahead.”
Tesla’s official Robotaxi account shared a Cybercab analysis video on X on Monday, calling it a “Cybercab engineering deep dive.” Moravy’s comments go further than what he told analysts on the Q3 earnings call last week, when he said the Cybercab line’s listed capacity of more than 125,000 units a year undersells what it can actually run.
The tour shows where that speed comes from. Tesla’s unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested on their own before they meet on a short final line. That final line has just 25 fully automated stations, which Tesla’s team estimated is a fifth to a tenth of what a Model Y needs. The full line is about 78% automated, the framing line is already at 100%, and the layout uses roughly 50% less floor space per vehicle. The stated goal is “100% automation in 10 second cycle time,” or one finished Cybercab every 10 seconds.
Tesla also deleted the paint shop. Only the side modules are coated, and the exterior panels get their color inside the molding machine. Engineers said the car is designed to run at least 500,000 miles, which matters for a vehicle that will spend most of its day carrying riders.
The battery got the same treatment. The Cybercab uses an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla, with each module potted separately so a single failed module can be swapped instead of the whole pack. Wireless battery management boards replace a wiring harness, and new contactors are fast enough to drop the pyro fuse entirely. Tesla’s battery director graded the pack an A minus, compared with a D for the Model Y structural pack and a B minus for Cybertruck. Up front, the drive unit runs an 11:1 gear ratio versus roughly 9:1 on most Teslas, since the Cybercab does not need a high top speed.
Cybercab engineering deep dive — Robotaxi (@robotaxi) October 26, 2026
The deployment side is now the bottleneck Moravy described. Tesla had more than 50 Cybercabs working the Formula 1 weekend in Austin, and Texas records show 463 Cybercabs registered. Tesla said on its earnings call that Cybercab service will launch in Dallas next month, and Moravy said the company is aiming to get Cybercabs to customers by the end of 2026. Every unit built so far has gone into Tesla’s own fleet since the line moved into volume production in April.
Munro Live also asked when it could get a Cybercab to tear down. Tesla’s answer: “Not yet.”
Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
Tesla Cybercab’s unorthodox paint process explained
