Rivian’s Identity Crisis

Last month, Rivian’s software chief did some press to talk up the company’s AI assistant. It was some of the worst PR to hit my radar in quite a long time. Rivian yet again allowed its controversial CarPlay stance to lead headlines, and its agentic AI vision didn’t make sense. The company positioning Rivian as an agentic vehicle tells me that it does not know where its next marginal customer will…