"The arrival of the Waymo helps clarify the challenge that lies ahead for Rivian. A few hours earlier, Scaringe was onstage in front of an audience of hundreds of investors, reporters, and influencers gathered for the company's announcement of a huge, expensive, and undeniably risky bet on autonomy and AI. The goal, he said, is for Rivian to design its own AI chips that can help power higher levels of autonomy, eventually leading to Level 4 - no human supervision required within certain limits."
"More importantly, can it do it safer and more effectively than Tesla, the other EV-only company that is attempting its own messy transformation into an AI and robotics company? Rivian was founded as the outdoor lover's answer to Elon Musk's company: rugged, off-road worthy, and fully electric. Now it seems like it's trying to chase the mercurial billionaire down an AI rabbit hole."
Rivian announced a major, costly initiative to build its own autonomy stack and AI chips aimed at reaching Level 4 driving with no human supervision within defined limits. The company began a clean-sheet redesign of its autonomy platform in early 2022 and introduced a Gen 2 platform to start creating a data flywheel for training large driving models. The effort responds to advances in transformer-based encoding and large-parameter models and represents a strategic shift beyond vehicle hardware into software, data, and compute. The move places Rivian in direct comparison with established autonomy players and Tesla's AI ambitions, increasing technical and commercial risk.
Read at The Verge
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