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Rivian’s Amazon EV delivery van will drop packages in 100 cities by end of 2022
Amazon announced this morning that its Rivian Electric Delivery Vans (EDVs) will make deliveries in over 100 cities across the United States by the end of the year. Rivian plans to have EDVs operational in 100,000 U.S. cities by 2030.
Amazon and Rivian have collaborated on sustainable electric delivery vehicles since 2019, with pilot deliveries occurring over the past year. The pilot program accumulated over 90,000 miles of real-world testing and resulted in 430,000 package deliveries.
Rivian’s electric Amazon Delivery Van starts deliveries in San Francisco as testing continues
Finally, deliveries in production models of the Rivian EDV are set to expand to over 100 cities in the U.S. by the end of the year, including Baltimore, Chicago, Dallas, Kansas City, Nashville, Phoenix, San Diego, Seattle, and St. Louis, among other cities,” the e-commerce giant said. “This rollout is just the beginning of what is expected to be thousands of Amazon’s custom electric delivery vehicles in more than 100 cities by the end of this year—and 100,000 across the U.S. by 2030.”
Amazon ordered 100,000 Rivian EDVs in its initial order and has stood behind the EV startup in alignment with its Climate Pledge – a commitment to reach net-zero carbon across our operations by 2040. The Rivian vans, along with more sustainable packaging, helps Amazon decarbonize its last-mile logistics.
“Fighting the effects of climate change requires constant innovation and action, and Amazon is partnering with companies who share our passion for inventing new ways to minimize our impact on the environment. Rivian has been an excellent partner in that mission, and we’re excited to see our first custom electric delivery vehicles on the road,” Andy Jassy, CEO of Amazon, said. “Today marks a significant milestone in our Climate Pledge commitment. Rivian was one of the first companies Amazon invested in through the Climate Pledge Fund, and we’re just getting started on our journey to have 100,000 of Rivian’s vehicles on the road by 2030. And, in addition to being sustainable, these new vehicles are also great for drivers—they were designed with driver input and feedback along the way, and they’re among the safest and most comfortable delivery vehicles on the road today.”
Rivian builds its vehicles in Normal, Illinois. Along with the EDV, it builds the R1T, an all-electric truck, and R1S, an all-electric SUV.
“Today represents an important step, not just for Amazon and Rivian as partners, but also for transportation and the environment,” RJ Scaringe said, CEO of Rivian. “In 2019, Rivian and Amazon committed to fast-tracking a new type of delivery vehicle that would result in a significant reduction of carbon emissions. Thanks to our teams’ dedication, hard work and collaboration, and a shared commitment to make the world a better place for our kids’ kids, that vision is now being realized. To say this is an exciting moment is an understatement—we’re thrilled to see this partnership has kickstarted decarbonization projects across the logistics delivery industry.”
The Rivian EDV is also set to transition to an LFP battery pack as it fits commercial applications well and can be built at a cheaper cost. Along with that, our standard battery pack is leveraging LFP and LFP chemistry, and that chemistry not only allows us to offer that pack at a lower cost, but it really fits commercial applications well. And it’s first going to be launched in the commercial vehicle platform later this year, and then will make its way into our consumer vehicles by late 2023,” Scaringe said during the Q4 2021 Earnings Call.
Rivian hits EV Startup road bumps
Rivian has been a subject of normal EV startup road bumps in recent memory, becoming one of many companies to cut its employee headcount. Additionally, the company has struggled with margins and profitability early, which is expected. However, the automaker adjusted its 2022 production guidance earlier this year from 40,000 units to just 25,000. Rivian reaffirmed its commitment to this goal earlier in July.
The company’s financial situation is currently similar to what Tesla faced early in its production phases. CEO Elon Musk recently advised the company to cut costs in any way possible or it could face potential closure.
“That affordability threshold is very important,” Musk said in June. “It must both be a good value for money and be affordable in order to achieve good unit volumes. And where car companies can get, kind of, painted into a corner of doom is: If the cost of a car is so high that they have to raise the price of the car to the point where the price of the car is…and Rivian, I think, has this problem, you know, they’re going to need to fix it, or they’re in deep trouble…they raise the price to the point where only a very small number of people can afford the car, no matter how desirable it is. Then, at that point, if you cannot achieve a unit volume that covers your fixed costs, you’re screwed.”
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News
Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk
Musk shared the update during a recent interview at Giga Berlin.
Tesla CEO Elon Musk shared that Full Self-Driving (FSD) could receive regulatory approval in the Netherlands as soon as March 20, potentially marking a major step forward for Tesla’s advanced driver-assistance rollout in Europe.
Musk shared the update during a recent interview at Giga Berlin, noting that the date was provided by local authorities.
“Tesla has the most advanced real-world AI, and hopefully, it will be approved soon in Europe. We’re told by the authorities that March 20th, it’ll be approved in the Netherlands,’ what I was told,” Musk stated.
“Hopefully, that date remains the same. But I think people in Europe are going to be pretty blown away by how good the Tesla car AI is in being able to drive.”
Tesla’s FSD system relies on vision-based neural networks trained on real-world driving data, allowing vehicles to navigate using cameras and AI rather than traditional sensor-heavy solutions.
The performance of FSD Supervised has so far been impressive. As per Tesla’s safety report, Full Self-Driving Supervised has already traveled 8.3 billion miles. So far, vehicles operating with FSD Supervised engaged recorded one major collision every 5,300,676 miles.
In comparison, Teslas driven manually with Active Safety systems recorded one major collision every 2,175,763 miles, while Teslas driven manually without Active Safety recorded one major collision every 855,132 miles. The U.S. average during the same period was one major collision every 660,164 miles.
If approval is granted on March 20, the Netherlands could become the first European market to greenlight Tesla’s latest supervised FSD (Supervised) software under updated regulatory frameworks. Tesla has been working to secure expanded FSD access across Europe, where regulatory standards differ significantly from those in the United States. Approval in the Netherlands would likely serve as a foundation for broader EU adoption, though additional country-level clearances may still be required.
Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.