TechCrunch Mobility: Rivian’s savior

The article from TechCrunch Mobility highlights Rivian’s 2025 financial performance and outlook, emphasizing the critical role of its software and technology joint venture with Volkswagen Group in sustaining the company. Rivian’s automotive cost of goods sold (COGS) per unit decreased from $110,400 in 2024 to $100,900 in 2025, signaling progress in reducing losses per vehicle. The upcoming launch of the more affordable R2 SUV, expected in mid-2026, is positioned as a pivotal product for Rivian’s growth, with the company projecting vehicle deliveries between 62,000 and 67,000 units in 2026—a potential 59% increase from 2025’s 42,247 deliveries. This optimistic guidance led to a 27% surge in Rivian’s stock price following the earnings report. The article also contrasts Uber and Lyft’s differing strategies toward autonomous vehicles (AVs), noting Uber’s aggressive pursuit of AV partnerships while Lyft lags behind despite holding