Rivian
Organization
Rivian Automotive, Inc. is an American electric vehicle manufacturer and automotive technology company founded in 2009. The company produces electric sport utility vehicles (SUVs), pickup trucks, and commercial delivery vans built on a versatile "skateboard" platform.
What experts have said about Rivian
14 statements · 10 positive · 4 negative
Ian Silber positively evaluates Rivian’s design.
“I do respect the design a lot”
Open the episode · OpenAI’s Head of Design: This is the best time in history to be a designer | Ian SilberListen at 1:04:19
Rivian narrowed its loss while launching a lower-cost EV model.
“the company narrowed its loss while rolling out this lower cost EV model.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:26
Rivian’s revenue exceeded estimates.
“Its revenue did top estimates.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:57
Rivian is reducing costs and revamping production while launching its new model.
“Rivian working to rein in costs and revamp production while rolling out that new model.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:58
Rivian’s second-quarter revenue exceeded analyst expectations at $1.66 billion.
“Second quarter revenue folks a little bit better than street was looking for 1.66 billion.”
Open the episode · Amazon & Rivian Deliver Upbeat Earnings, Coinbase FallsListen at 6:34
Rivian delivered 12,194 vehicles in the second quarter, above estimates.
“Second quarter vehicles delivered 12,001 94. The street estimate was for less than that of about 11,471.”
Open the episode · Amazon & Rivian Deliver Upbeat Earnings, Coinbase FallsListen at 6:48
Rivian maintains full-year delivery guidance of 65,000–70,000 vehicles.
“still sees fiscal year vehicles delivered 65,000 to 70”
Open the episode · Amazon & Rivian Deliver Upbeat Earnings, Coinbase FallsListen at 6:58
Rivian is heading toward its worst trading day since 2024.
“The stock is heading for its worst day since 2024.”
Open the episode · Chipmakers Drag Nasdaq Lower, Rivian Tumbles, Fiserv GainsListen at 2:13
Rivian’s post-rally share offering is well timed.
“this is a pretty good time for them to sell”
Open the episode · Rivian Tumbles, First Solar Rises, Fiserv Gains on Report of Banks’ Interest for UnitListen at 2:13
Investors are reacting negatively to Rivian’s share sale.
“investors aren't taking this too well”
Open the episode · Chipmakers Drag Nasdaq Lower, Rivian Tumbles, Fiserv GainsListen at 2:29
Rivian fell most since 2024 after announcing a 75-million-share sale.
“Rivian stock tumbled the most since 2024 after the EV maker said it will sell 75 million shares to fund equity contributions related to a U.S. department of Energy loan.”
Open the episode · Cognizant Rallies, Rivian Tumbled, Fiserv GainedListen at 6:00
Rivian expects to deliver 65,000–70,000 vehicles in 2026.
“The company expects to deliver between 65,000 and 70,000 vehicles this year.”
Open the episode · Closing Bell: Rivian Jumps, Apple Gains, Chip Stocks SinkListen at 1:43
Rivian raised its full-year sales guidance, making it a brighter spot.
“It also raised its full year guidance in sales outlook. So you're seeing a bit of a brighter spot for Rivian”
Open the episode · Semiconductor Stocks Fall, Tesla Sinks, Moderna GainsListen at 3:52
Rivian is currently struggling.
“Rivian, I understand, has been struggling.”
Open the episode · IC023 Investor Insights: Private Equity Trends, Contrasting Founders, Good Results & Investment IdeasListen at 4:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
17 episodes featuring Rivian
TBPN
AI’s boom tests infrastructure, regulation, and human judgment
The episode connects AI’s rapid expansion to the practical constraints of power, security, talent, markets, and public oversight.
Sep 30, 2026 · 2h 60m
Bloomberg Tech
AI’s next test: capital, controls and industrial scale
The episode connects OpenAI’s financing and safety questions with the infrastructure, defense manufacturing, hardware tools and consumer devices reshaping AI’s economic footprint.
Sep 30, 2026 · 54 min
The Headlines
FBI breach exposes risks to agents and investigations
The episode connects a potentially damaging breach of sensitive FBI data with attacks on Ukraine’s language, education, and cultural record.
Sep 29, 2026 · 10 min
This Week in Startups
Apple’s next big bet could span AI, robots, and sunlight
The episode tests whether Apple should make larger strategic acquisitions while examining how personalized UV data could turn a wearable into a research platform.
Sep 28, 2026 · 50 min
Sourcery
Eclipse bets industrial complexity can beat software scale
As investment and policy turn toward reshoring, defense, energy, and infrastructure, Eclipse offers a case for building companies where capital and engineering create durable advantages.
Sep 21, 2026 · 48 min
Inside AsembleAI: DeepTech, AI & Science
Trusted AI needs observability before autonomy
The episode argues that reliable agents depend on strong data, context, evaluation, monitoring, and human oversight before organizations pursue scale.
Sep 16, 2026 · 30 min
Bloomberg Tech
Nvidia’s Hugging Face bid tests the next AI infrastructure frontier
The episode connects a reported acquisition, surging server demand, and robotics’ data shortage to the widening race to commercialize AI.
Sep 2, 2026 · 52 min
Lenny's Podcast: Product | Career | Growth
OpenAI design chief says AI is elevating rather than replacing designers
As artificial intelligence automates traditional engineering tasks, the role of the designer is shifting from visual execution to rapid prototyping and systems thinking.
Aug 16, 2026 · 1h 12m
Waveform: The MKBHD Podcast
Connected devices turn convenience into a fight over control
The episode examines whether software, advertising, and regulation are reshaping products that once felt private, personal, or interoperable.
Aug 7, 2026 · 2h 11m
Stock Movers
Amazon surges on cloud strength while Apple slips on China slowdown
The latest corporate earnings reveal a widening gap between tech giants capitalizing on cloud infrastructure and those exposed to consumer hardware slowdowns.
Jul 30, 2026 · 6 min
Stock Movers
Amazon cloud strength offsets weak outlook as Rivian beats expectations
Corporate earnings reports reveal how heavy spending on artificial intelligence and shifting consumer demand are reshaping tech and automotive valuations.
Jul 30, 2026 · 11 min
Stock Movers
Cross-asset sell-off splits the day’s biggest stock movers
The episode shows how a broad market retreat coexisted with sharply divergent company-specific moves in technology, payments, and electric vehicles.
Jul 7, 2026 · 8 min
Stock Movers
Chip sell-off collides with Rivian financing fears
The episode shows how company-specific financing news and semiconductor results can pull sharply in different directions across markets.
Jul 7, 2026 · 6 min
Stock Movers
Rivian’s Funding Plan Shakes Markets as Fiserv and Crinetics Rally
The episode shows how financing needs, potential payments-industry consolidation, and a major pharmaceutical acquisition can quickly reshape individual stocks.
Jul 7, 2026 · 6 min
Stock Movers
Rivian slides as First Solar and Fiserv attract attention
The episode shows how financing needs, analyst confidence, and takeover speculation can send sharply different signals through the market.
Jul 7, 2026 · 5 min
Stock Movers
Semiconductors slide on Anthropic chip reports as Tesla slips
As tech giants bring chip design in-house and auto leaders face valuation pressure, market leadership is rotating toward defensive sectors.
Jul 2, 2026 · 7 min
Investor's Champion Podcast
Private equity reshapes UK markets as investors test company quality
The episode connects private funding, shrinking public markets and higher rates with a practical test of valuation, debt and accounting quality.
Jun 22, 2024 · 35 min