Rivian’s second-quarter 2026 earnings call puts the R2 front and center as production ramps in Normal and the company prepares to add a second shift. Bodie shares his own R2 demo-drive impressions, including the interior, ride quality, software, and the current state of Autonomy Plus, while questioning how many R2s Rivian has actually delivered so far. The call also lays out Rivian’s aggressive autonomy roadmap, with point-to-point driving expected later this year, hands-off/eyes-off capability targeted for 2027, and Level 4 capability planned for 2028. RJ Scaringe discusses stronger-than-expected reservation conversions for the R2 Launch Edition, what Rivian learned from the R1 production ramp, and the company’s approach to attracting first-time EV buyers. The episode also covers Amazon’s growing EDV fleet, Rivian’s ambitions for Autonomy Plus pricing, and the company’s developing relationship with Uber around future robotaxi deployments. Along the way, Bodie weighs Rivian’s timelines and expectations against his own experience with the R2 and the broader EV market.
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News Links:- Rivian Q2 2026 Earnings Webcast
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