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TechCrunch Mobility: Rivian’s next act

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! As I wrapped my TechCrunch Disrupt interview with Rivian CEO and founder RJ Scaringe, I kept circling back to one question: What does Scaringe want Rivian to become? If you look at Rivian’s moves over the past year, it’s clear that Scaringe wants the company to be much more than an EV maker. But he doesn’t want to stray completely from that mission either.

欢迎回到 TechCrunch Mobility，这里是您了解未来交通以及人工智能在其中所扮演角色的中心。如需在收件箱中接收此内容，请在此处免费注册——只需点击 TechCrunch Mobility！在结束我对 Rivian 首席执行官兼创始人 RJ Scaringe 的 TechCrunch Disrupt 采访时，我不断回到一个问题：Scaringe 希望 Rivian 成为什么？如果你观察 Rivian 过去一年的举动，很明显 Scaringe 希望该公司不仅仅是一家电动汽车制造商。但他也不想完全偏离这一使命。

Rivian is far more vertically integrated than it was just a couple of years ago. It has developed its own AI models to power its in-vehicle assistant and is building an end-to-end automated driving stack for its passenger vehicles and future robotaxis through a partnership with Uber. It’s even developing custom silicon, a 5 nm processor in collaboration with Arm and TSMC. And then there is its $5.8 billion joint technology venture with VW Group focused on electric architecture and software.

与几年前相比，Rivian 的垂直整合程度要高得多。它开发了自己的 AI 模型来驱动车载助手，并通过与 Uber 的合作，为其乘用车和未来的自动驾驶出租车构建端到端的自动驾驶技术栈。它甚至正在与 Arm 和台积电合作开发定制芯片，即一款 5 纳米处理器。此外，它还与大众集团成立了一家价值 58 亿美元的合资技术公司，专注于电气架构和软件。

Scaringe’s ambitions extend beyond Rivian as well, although there is always a link back. He created a micromobility skunkworks program that has since spun out into a startup called Also. And he founded an industrial robotics startup called Mind Robotics, which is now 31% owned by Rivian and counts the automaker as a prospective customer. (Scaringe announced onstage that former Ford, Apple, and Tesla executive Doug Field has been hired as president of Mind Robotics.) Scaringe’s aspirations were on display as he talked of not only expanding the joint venture with VW to cover AI and autonomy, but also licensing Rivian’s tech to “many different brands.”

Scaringe 的雄心壮志也延伸到了 Rivian 之外，尽管它们之间总是有所关联。他创建了一个微型交通“臭鼬工厂”项目，该项目后来分拆成了一家名为 Also 的初创公司。他还创立了一家名为 Mind Robotics 的工业机器人初创公司，该公司目前由 Rivian 持股 31%，并将这家汽车制造商视为潜在客户。（Scaringe 在台上宣布，前福特、苹果和特斯拉高管 Doug Field 已被聘为 Mind Robotics 的总裁。）Scaringe 的抱负在谈话中展露无遗，他不仅谈到了将与大众的合资企业扩展到人工智能和自动驾驶领域，还谈到了将 Rivian 的技术授权给“许多不同的品牌”。

So what does Rivian look like at the end of the decade? Certainly not just a maker of electric trucks and SUVs. The term I kept coming back to was “tech supplier.” Hear me out. Rivian is clearing a path toward licensing its electric architecture and software as well as its AI models and autonomy stack. Meanwhile, the Mind Robotics startup it partially owns is building industrial robots to not only be used in Rivian factories, but also sold to other companies. Then there’s the robotaxi business. A successful launch with Uber could open the door to more deals.

那么，十年后的 Rivian 会是什么样子？肯定不仅仅是电动卡车和 SUV 的制造商。我脑海中不断浮现的词是“技术供应商”。听我解释。Rivian 正在为授权其电气架构和软件以及 AI 模型和自动驾驶技术栈铺平道路。与此同时，其部分持股的 Mind Robotics 初创公司正在制造工业机器人，这些机器人不仅用于 Rivian 的工厂，还将出售给其他公司。此外还有自动驾驶出租车业务。与 Uber 的成功合作可能会为更多交易打开大门。

And Scaringe is already imagining how autonomy could reshape Rivian’s own vehicles. “Where it gets really interesting is then you think beyond R2 and R3 and start to imagine the form factors that you want to build for a personally owned autonomous vehicle. You know, it opens up all kinds of design opportunities. It can create dramatically different experiences,” he said in an interview with TechCrunch. “I’m wildly excited about what the next 10 years look like in transportation because of what this enables us to dream and think about.”

Scaringe 已经在构想自动驾驶将如何重塑 Rivian 自己的车辆。“真正有趣的地方在于，当你超越 R2 和 R3，开始想象你想为个人拥有的自动驾驶汽车构建什么样的外形时。你知道，这开启了各种各样的设计机会。它可以创造出截然不同的体验，”他在接受 TechCrunch 采访时说。“我对未来 10 年的交通运输前景感到无比兴奋，因为这使我们能够去梦想和思考。”

Deals! Image Credits: Bryce Durbin. Bedrock Robotics, a startup developing autonomous driving tech for construction vehicles, is raising $600 million, Axios reported, citing sources. Dot Ai completed its acquisition of electric vehicle car-sharing business Envoy Technologies in a $65 million all-stock transaction, according to a regulatory filing. Evos, a startup that developed AI agents to automate work for industrial businesses, including freight brokerages, raised $9 million in a pre-seed round co-led by Uncork Capital and Field Ventures.

交易！图片来源：Bryce Durbin。据 Axios 援引消息人士报道，一家为工程车辆开发自动驾驶技术的初创公司 Bedrock Robotics 正在筹集 6 亿美元。根据监管文件，Dot Ai 以 6500 万美元的全股票交易完成了对电动汽车共享业务 Envoy Technologies 的收购。Evos 是一家为包括货运经纪在内的工业企业开发自动化工作 AI 代理的初创公司，在由 Uncork Capital 和 Field Ventures 共同领投的种子轮前融资中筹集了 900 万美元。

Mana Battery, a Colorado-based startup developing anode-free sodium batteries, raised $10.15 million in a round led by Voyager Ventures. PlusAI, the autonomous trucking developer, and Texas Ventures Acquisition III filed a Form S-4 registration statement with the Securities and Exchange Commission — advancing its previously announced agreement to go public via a merger with a blank-check company. Volvo is leveling up its automated driving system through an expansion of its nearly decade-long partnership with Nvidia. Neither company shared financial terms of the deal. The automaker plans to use a trio of Nvidia products to be able to offer hands-free, point-to-point driving on highways and surface streets.

总部位于科罗拉多州的初创公司 Mana Battery 正在开发无负极钠电池，该公司在由 Voyager Ventures 领投的一轮融资中筹集了 1015 万美元。自动驾驶卡车开发商 PlusAI 与 Texas Ventures Acquisition III 向美国证券交易委员会提交了 S-4 注册声明，推进了其此前宣布的通过与一家空白支票公司合并上市的协议。沃尔沃正在通过扩大与英伟达近十年的合作伙伴关系来升级其自动驾驶系统。两家公司均未透露交易的财务条款。该汽车制造商计划使用三款英伟达产品，以便在高速公路和地面道路上提供免提的点对点驾驶功能。

Waabi, a startup developing self-driving trucks, landed a commercial partnership with carrier Warrior Logistics. Under the deal, Waabi’s self-driving trucks will move freight between Dallas and Houston. Notable reads and other tidbits. Image Credits: Bryce Durbin. Electric vehicle sales in the United States are showing signs of life. Laplace Intelligence, one of 20 startups that competed in TechCrunch’s Startup Battlefield 200, is building automated red-teaming that stress-tests robots and self-driving cars. MIT startup LNK Energies says it has created a way to convert existing heavy-duty trucks from diesel to hydrogen, slashing pollution and costs while shielding operators from price spikes.

开发自动驾驶卡车的初创公司 Waabi 与承运商 Warrior Logistics 达成了商业合作伙伴关系。根据协议，Waabi 的自动驾驶卡车将在达拉斯和休斯顿之间运输货物。值得阅读的内容及其他花絮。图片来源：Bryce Durbin。美国的电动汽车销量显示出复苏迹象。Laplace Intelligence 是参加 TechCrunch Startup Battlefield 200 的 20 家初创公司之一，该公司正在构建自动化红队测试，对机器人和自动驾驶汽车进行压力测试。麻省理工学院的初创公司 LNK Energies 表示，它已经找到了一种将现有重型卡车从柴油转换为氢能的方法，在减少污染和成本的同时，保护运营商免受价格波动的影响。

The Paris Auto Show puts Chinese cars on center stage. Tesla showcased its SpaceX-powered Roadster with a theatrical kickflip stunt. The Roadster used a mix of high-powered fans and thrusters to drive up an inverted ramp, spin around, and stick a landing on the pavement below. CEO Elon Musk claims the vehicle will be on the road by 2028. But will future owners be allowed to legally deploy these maneuvers on public streets? I don’t see how. Waymo is expanding into Canada — specifically, Toronto — after receiving approval to participate in an automated vehicle pilot program. Waymo has also opened up its robotaxi service to everyone, meaning no more waitlists, in San Antonio, San Diego, and Tampa.

巴黎车展将中国汽车置于舞台中心。特斯拉通过一场戏剧性的后空翻特技展示了其由 SpaceX 提供动力的 Roadster。Roadster 使用大功率风扇和推进器的组合，驶上倒置坡道，旋转并在下方的路面上稳稳着陆。首席执行官埃隆·马斯克声称该车将于 2028 年上路。但未来的车主会被允许在公共街道上合法执行这些动作吗？我不认为可以。Waymo 在获得参与自动驾驶汽车试点项目的批准后，正在向加拿大（特别是多伦多）扩张。Waymo 还向所有人开放了其自动驾驶出租车服务，这意味着在圣安东尼奥、圣地亚哥和坦帕不再需要排队等待。

One more thing … The electric Macan’s roofline is slightly more bulbous than the gas-burning version. Image Credits: Tim De Chant. TechCrunch reporter Tim De Chant recently test drove the 2026 Porsche Macan Turbo EV. His week with the EV has him questioning what a sports car is supposed to be. Read the full review. Topics: Rivian, RJ Scaringe, techcrunch mobility, Tesla, Transportation. When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial.

还有一件事……电动 Macan 的车顶线条比燃油版略显圆润。图片来源：Tim De Chant。TechCrunch 记者 Tim De Chant 最近试驾了 2026 款保时捷 Macan Turbo 电动汽车。他与这辆电动汽车相处的一周让他开始质疑跑车到底应该是什么样子。阅读完整评论。主题：Rivian、RJ Scaringe、techcrunch mobility、特斯拉、交通。当您通过我们文章中的链接购买时，我们可能会赚取少量佣金。这不会影响我们的编辑立场。