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Rivian R1S: 7-seat, 410-mile SUV is taking on Land Rover in the luxury off-road game

[Credit: Rivian]

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7 years ago

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Rivian CEO and founder RJ Scaringe is adopting a bold and strategic play to enter the auto industry. With the recently unveiled R1T electric pickup truck, Rivian is attempting to breach a market dominated by America’s best-selling vehicles like the Ford F-150. With the R1S SUV, which is set to be unveiled today at the 2018 LA Auto Show, the company is taking on pedigreed carmakers such as Land Rover in the luxury SUV segment.

The Rivian R1S, just like its pickup truck sibling, could be described as a luxury adventure vehicle. The SUV is fitted with the same four 147 kW electric motors that power the R1T, as well as the same 2170 battery cells. Similar to the startup’s pickup truck, the R1S is available in three battery configurations — a 105 kWh entry-level variant, a 135 kWh mid-level version, and a 180 kWh top-tier variant. Compared to the R1T, though, the R1S has slightly more range, with the 105 kWh trim having an estimated range of 240+ miles per charge, the 135 kWh version having 310+ miles of range, and the 180 kWh variant having 410+ miles of range in one charge.

Performance between the R1T and the R1S is identical, with 135 kWh SUV capable of traveling from 0-60 mph in 3 seconds flat. Keeping the company’s character, the R1S could go through up to 1 meter of water. That said, the two vehicles also have their differences.

The Rivian R1S SUV. [Credit: Rivian]

The R1S, for one, has a slightly shorter wheelbase at 3,075 mm, which is less than the R1T’s 3,450 mm. Due to the absence of a bed, the R1S’s 5,040 mm overall length is also shorter than the R1T’s 5,475 mm length. Being a three-row SUV capable of seating seven, the R1S does not have as much storage as the R1T as well, with flourishes such as the pickup truck’s “gear tunnel” being absent on the vehicle. That said, the R1S is still capable of hauling a generous amount of cargo, thanks to its 330-liter frunk and its foldable third-row seats.

We asked the company why it opted to release an SUV together with its flagship pickup truck, considering that the SUV market is equally as dominated by big-name, veteran carmakers. Rivian noted that the risk for the R1S is actually quite low, considering that it shares 93% of the R1T pickup truck’s components. The company further pointed out that the SUV market has already been established, and the success of vehicles like the Tesla Model X, which is built on the Model S platform, has proven that cross-pollination is a viable strategy.

 

Teslarati‘s Christian Prenzler was able to get an early preview of the Rivian R1S prior to its unveiling, and he notes that the vehicle’s overall form and size seem to be similar to the Chevrolet Tahoe and the GMC Yukon. He also stated that the SUV has a liftgate at the rear, which gives passengers a place to sit on. The R1S’ third-row seats, which are usually cramped in conventional SUVs, are also adjustable, allowing passengers to gain more legroom in exchange for less luggage space.

Rivian CEO and founder RJ Scaringe stated that he wants the company’s vehicles to focus on the adventure niche. In this light, the R1S SUV and the R1T electric pickup truck complement each other well, allowing the company to enter two hyper-competitive segments with vehicles that have a serious punch.

“They may have different form factors, they may be different sizes, but every single one of [our products] has to have this Patagonia-like feel of enabling adventure. We want to keep that very sharp. We want to focus only on the adventure space, so customers understand what we stand for,” he said.

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Reservations for the R1S SUV are now open. Interested customers can place a refundable $1,000 deposit for the vehicle here. Production is expected to begin in 2021.

With assistance from Christian Prenzler.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Tesla hits major milestone with Full Self-Driving subscriptions

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30 minutes ago

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January 29, 2026

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Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

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It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

Published

2 hours ago

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January 29, 2026

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Credit: Tesla

Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.

The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.

However, the time is coming.

During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:

Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.

Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.

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Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.

In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.

With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.

Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Published

5 hours ago

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January 29, 2026

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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