Rivian is granting CEO RJ Scaringe an incentive package of up to $4.6 billion for the next decade.
According to the story, it resembles Tesla’s Elon Musk’s mega-deal, meaning the compensation is tied to stock price and earnings targets, but with lower thresholds than before. The purpose is to commit the founder and accelerate growth.
The article below reports that Rivian’s stock has plummeted over 90 percent, as the company struggles with significant losses, slower growth, and intensified competition.
Its electric vehicles receive praise, but investors doubt whether the company can turn its heavy cost structure into profitability and secure its financing.
The article also questions how, at the same time, management compensation and governance practices have drawn criticism, as they appear contradictory to the deteriorated stock price. 
Trust in Rivian’s strategy and leadership is now being tested…
Rivian owners are happy, but Rivians are not reliable…
Well, it’s possible 
Rivian is holding its first “Autonomy and AI Day” event to convince investors that the future is now brighter than in past years.
EV sales have stumbled, losses are still in the billions, and the stock is far from its 2021 IPO price, although it has, of course, already risen this year.
The company is now investing in its own software, AI, and autonomous driving, much like Tesla and Waymo, where the new R2 SUV will play a bigger role.
Analysts, however, remain cautious; the industry is not doing great, investments are very expensive, and furthermore, analysts believe that the stock price has already priced in future positives.
https://www.cnbc.com/2025/12/10/rivian-rivn-ai-day-avs-evs.html
Electric car manufacturer Rivian introduced its own chip, an “autonomy computer,” and new AI models in Palo Alto, California, with which the company aims for advanced self-driving functions and also future robotaxis. The company will launch an Autonomy+ subscription in 2026, which costs $2,500 or $49.99 per month, and utilizes lidar and radar sensors for Level 4 automation.
According to the article, Rivian thus seeks to reassure investors as electric vehicle demand slows.
Rivian’s Autonomy & AI presentation today: https://www.youtube.com/live/mIK1Y8ssXnU?si=k4A7ffWkvXAUjeYp
A bit of a demo effect, the safety driver interrupted the drive after the car ran a red light and a pedestrian was crossing the road:
The market apparently didn’t react positively, but it will be interesting to follow its development next year.
The article below explains how Rivian has fallen behind Tesla and Waymo in sales, and its stock has plummeted since its IPO. The company aims to reverse this trend by investing in AI and autonomous driving, while Tesla focuses more on other areas.
At December’s Autonomy & AI event, Rivian introduced its own chips, drive computer, and AI models; although financial results have improved and the cash position is strong, demand is still facing bottlenecks and competition is intensifying.
Rivian’s near-term outlook and overall valuation hinge almost entirely on the R2 midsize SUV. That vehicle is the company’s first real attempt to move from a high-price niche into the core of the auto market, with a planned sticker price well below current average transaction prices.
Rivian CEO RJ Scaringe sees self-driving technology and AI as the next massive turning point for the entire automotive industry.
The company is investing heavily in its own independent development, ranging from software to custom-designed AI chips. The goal is to progress gradually from supervised driving to fully autonomous vehicles. According to Scaringe, Tesla is excellent, but he believes the industry needs more strong competitors – otherwise, development and variety will suffer.
There was nothing revolutionary in the article per se, although it did contain more of the CEO’s views and thoughts than a typical piece. 
At Rivian’s (RIVN) Autonomy and AI Day on Dec. 11, the pure-play EV maker outlined a whole range of tech and software products, with a focus on vertical integration — meaning doing everything from end to end in-house.
CEO RJ Scaringe launched the company’s new Autonomy platform at the event — and during a trying time for the EV sector, in which so far only Tesla has achieved profitability. While Rivian has achieved gross profits in recent quarters, actual bottom-line (or net) profits have been elusive.
Rivian plans to manufacture the new R2 electric vehicle at its Illinois plant. The car’s price is estimated to be around $45,000, making it more affordable and helping the company attract more new customers.
According to the article below, analysts generally viewed the company’s Autonomy & AI day as positive, as Rivian presented its proprietary technology and long-term plans quite credibly. Well, nonetheless, some investors see faster return potential in AI stocks than in this kind of unnecessarily suspenseful promise.
“The recent Autonomy and AI day was highlighted by the unveiling of custom chips and a more thorough overview of RIVN’s autonomous strategy, which we view positively for long-term competitiveness. We want to own into the new product cycle of launching the R2.”
Rivian has released its 2025 figures.
The company manufactured over 42,000 cars during the year, which met its own expectations. Although the volumes are still a fraction of the millions produced by BYD and Tesla, Rivian is nevertheless hitting its targets (when you set them low enough… ).
The company will go through more detailed financial figures and future outlooks in February.
Rivian delivered a very positive surprise and beat expectations, even though things have been a bit rocky previously.
Losses narrowed and operations have sharpened, which is vital for this company.
There is still a mixed sentiment among investors… though that was the case before too, as some have seen the share price drops as opportunities, while others warned—and continue to warn—about challenges and tough competition. However, the beats were clear enough this time that the bulls won this quarter.
The company materials also featured updates and new things regarding the cars that helped excite investors, though I can’t say much more about those specifically, even though I tried to read up.
https://x.com/earnings_guy/status/2022053942348132821
Rivian’s start to the year was better than expected, at least in terms of revenue and EBITDA, but it shouldn’t be forgotten that the company is still clearly making a loss.
The full-year delivery outlook was kept unchanged; additionally, the extra investment received from Volkswagen, the planned capacity increase at the Georgia factory, and the progress in financing were important points. The loss was mitigated by some one-off accounting item, so the core business itself still requires improvement.
https://x.com/financialjuice/status/2049942801623007676
Volkswagen poured an additional billion dollars into Rivian and snatched up a ten percent stake in the company. Rivian’s stock has been struggling, but this massive deal immediately boosted Rivian’s share price.
The investment is part of a previously agreed-upon partnership, through which VW is attempting to secure its place in the future electric vehicle market.
