Shortly after the announcement of Rivian and Volkswagen’s joint venture, Rivian hosted a short, impromptu investor call to discuss a few key items. If you want to listen to the call yourself, you’ll need to provide a few short pieces of information at this link. The day after, on the 27th of June, Rivian held its Investor Day.
Let’s dive into all the awesome stuff that was unveiled by Rivian during the call and during Investor Day itself.
Volkswagen Investment
The first item on the list was of course the announcement of the joint venture with Volkswagen. The call confirmed that VW will be providing that $1B initial investment, alongside the $4B planned for 2025 and onwards.
Rivian has said that it intends to use this investment to focus on the Rivian R2 ramp at its Normal, Illinois factory, as well as develop its upcoming facility in Georgia. They also confirmed that they will be providing software and ECU (electronic control units) hardware for Volkswagen EVs going forward, which will be based on the R2 or R3 platforms.
The companies will be sharing the responsibility of the joint venture corporation, and Rivian and Volkswagen will each appoint one co-CEO. If you’re interested in the details of how the Joint Venture and the investment work, we highly recommend you listen to the call.
New Vehicles, New Platforms
Rivian also showed off a slide quite similar to Tesla’s slide at its Shareholder Meeting – with 5 vehicles under the wraps. Of note is the updated R1 Gen 2 platform has a new vehicle, which looks similar to the R1S Suburban Edition that has been previously teased. The R2/R3 platform also has a smaller vehicle in its lineup, which looks similar to a wagon or hot hatch. Finally, the “Affordable Mass Market” platform has a full-size SUV, as well as a smaller SUV and what could be a sedan.
All in all, Rivian has some exciting news to look forward to, with the Joint Venture serving as both a lifeline and an opportunity for Rivian to push towards more affordable mass-market vehicles, which will help cement them as an affordable EV brand.
Rivian's Investor Day Slide
Not a Tesla App
New Battery Pack and Bi-Directional Charging
Another major update for Rivian’s platforms – including the Gen 2 R1 series and R2/R3 platform, is an updated battery pack. This updated pack is structural – and has greatly reduced the cost of the structural components by approximately 50%, which is a massive improvement. Rivian will be using 4695 cells in their updated pack, similar to Tesla’s 4680 cells. These cell sizes are easier and cheaper to manufacture but cooling them has been difficult – even for Tesla. This difficulty in cooling has resulted in reduced maximum charge rates, but Tesla has recently had some drastic improvements in this field.
Every Rivian vehicle already supports the V2H/V2L vehicle-to-home/vehicle-to-load protocols from CCS, but it has thus far been disabled. Rivian will be introducing a bidirectional charger for V2H, alongside a software update to unlock the functionality on all previous Rivian vehicles.
Electronics and the Maximus Motor
A key portion of Volkswagen’s investment is also access to Rivian’s new electronics – the Zonal controllers. Rivian has built a zone-based ECU that controls various parts of the vehicle in centralized locations – resulting in their Gen 2 platform having 60% fewer ECUs, a 1.6-mile reduction in cable harness length, and a 44lb weight reduction.
These are some pretty impressive numbers and are a great step towards Rivian moving towards scaling mass production of their vehicle platforms.
Of course, it's not just the battery and electronics – Rivian’s in-house motor has received an update, with a 30% cost savings and a 30% reduction in labor per unit for their single-motor-per-axel motor variant. This motor will be going onwards to replace the Enduro and will be the primary drive unit for the R2 and R3 vehicles.
Rivian Spaces, Shop, and the Rivian Adventure Network
Rivian’s sales fronts are known as Rivian Spaces – genuinely a place to get to see a vehicle, hear about it from a Rivian salesperson, and learn about all its features. Spaces have generally been sparsely located – with just 12 open today in 2024, and just 2 open last year.
To address this, Rivian plans a drastic expansion of its Spaces, with 40+ being opened throughout 2024 and 2025. This is going to be Rivian’s big step towards bringing their vehicles to the mass market, and away from the specialty consumers that they target today.
The Rivian Shop will also be receiving plenty of updates – alongside the newly launched shop UI. This will include a dedicated platform for selling pre-owned Rivians, including lease returns.
Beyond the expansion of Spaces, Rivian currently has 59 service centers open today and aims to have 100+ service centers through 2025. This is a pretty big increase, and Rivian also mentions that it intends to have Rivian Mobile Service be able to reach customers who aren’t near a Service Center.
They intend for their service centers to remain fairly small, with roughly a 50% smaller footprint than other comparables, as approximately 70% of their work orders are completed via mobile service. This is fairly similar to Tesla’s approach with their large-footprint Collision Centers located centrally, and smaller Service Center/Delivery Center combinations spread throughout major cities. Tesla has previously mentioned that approximately 80% of their service orders can be completed by a mobile technician, and Rivian is very similar.
Rivian plans to introduce an AI chat system that can pull vehicle logs and data, as well as known defects to help assist Rivian owners and customers with service requests before they need to speak to an agent. The AI will be able to schedule service appointments, and can even suggest routine maintenance, such as tire rotations. This service will be arriving for Rivian’s commercial vehicle platforms first – the EDV and ECV.
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Tesla has officially announced the next major software update, 2025.26. As expected, this update will introduce the Grok AI assistant to Tesla vehicles, although it’ll initially be limited to the U.S.
Tesla also announced several other features that will arrive in update 2025.26, such as Light Sync, the ability to create and save audio presets, and others.
We’ll break down each new feature and which models and regions we expect it to be available in.
As expected, Grok will only be available on AMD Ryzen-based vehicles. Tesla says that it will also be limited to the United States and require Premium Connectivity, but it looks like it won’t require a subscription to anything else, such as Super Grok.
Unfortunately, Tesla announced that Grok will not be able to control elements in your vehicle and that the old voice command system will still be used to do that.
In a post on X, Tesla showed off Grok in action for the first time, showing the interaction between the driver and Grok. The Grok interface displays sound waves in rainbow-like colors when it’s speaking, much like another popular device. Tesla’s video of Grok is below:
Supported vehicles: Based on Tesla’s post, this is expected to include all AMD vehicles, including the Model S, X, 3, Y, and Cybertruck.
Supported regions: U.S.
Light Sync
Not a Tesla App
Tesla continues to improve the ambient light feature in Teslas by integrating it into more things. Tesla recently started using the ambient lights during Santa Mode and Rainbow Road. They also turn the ambient lighting red when you’re in Service Mode. However, this time, they’re going one step further. The ambient lights can now react to the music you’re playing by presumably changing colors based on the beat.
You’ll also have the option to maximize the brightness of the ambient lights when this feature is enabled, but only when the vehicle is parked, which Tesla is calling Rave Cave.
In addition to reacting to the music, the lights can change color to match the album color of the music being played, which is kind of similar to the ambient lights on some TVs matching the content being displayed. A needless addition? Sure. But very cool as well.
Tesla shows a screenshot of this feature, which is included in the Toybox app, and shows that you can enable or disable each feature individually, including syncing the lights to music, max brightness, and matching the album artwork color.
Supported vehicles: All vehicles with the ambient lighting feature, including the Cybertruck.
Supported regions: Assumed to be available everywhere.
Audio Settings Update
Not a Tesla App
Another feature Tesla highlights is the ability to create presets for audio settings. These audio settings will be in a new Audio tab in the vehicle’s settings, and they’ll allow you to create and save presets for different types of music. For example, you can have a preset for spoken content and another one for pop music.
Each preset will let you adjust the equalizer and set the immersive sound level.
What’s nice here is that it seems that Tesla has redesigned the audio settings and moved them to the main vehicle controls instead of only having them accessible through a button in the music player. You can see the Balance tab at the top, although it doesn’t look like you’ll be able to save the balance as part of the preset.
Supported vehicles: This is expected to be available on all vehicles, although it could exclude the legacy Model S/X.
Dashcam Viewer Updates
Not a Tesla App
This Dashcam Viewer update is only for AMD-based vehicles. It includes the ability to change the playback speed of the video being played, a feature of the old Dashcam Viewer which was surprisingly not included in the new player.
The playback speed is shown on the screen, and you’ll be able to tap it to cycle between varying speeds. The older Dashcam Viewer lets you choose between 0.5x, 1x, 1.5x, and 2x playback speeds, and this is expected to be the same in this update.
With this update, the new Dashcam Viewer also arrives on the Cybertruck for the first time, which was the only Ryzen vehicle excluded when the update was originally released.
Supported vehicles: All AMD Ryzen-based vehicles.
Supported regions: Assumed to be available everywhere.
This isn’t as exciting a feature, but it surely prevents a lot of unnecessary frustration for users who arrive at a Supercharger location only to find out it requires you to pay for parking, is only available for valet service, or has other requirements.
If the Supercharger is in a garage, Tesla will now include the floor or level number that the Supercharger is on. While there are usually physical signs at these locations, knowing the floor number the charger is on ahead of time will definitely make it easier to find.
Supported vehicles: Expected to be available on all vehicles.
Supported regions: It’s not clear whether this will be available in all regions.
Onboarding Guide
Not a Tesla App
The last feature that Tesla is highlighting in update 2025.26 is a new onboarding guide that will help new owners become familiar with their vehicles.
According to Tesla, the new guide will run through several features, such as adjusting your seat and mirrors, as well as controlling certain vehicle functions, including the lights, wipers, and Autopilot. This will be a great addition for new owners, as accessing some of these features isn’t apparent, especially if they require use of the unlabeled scroll wheel, such as activating Autopilot on newer vehicles without a stalk.
Supported vehicles: This is expected to only be available on AMD Ryzen vehicles, but Tesla doesn’t specify which vehicles it’ll be available on. Once the update starts rolling out, we should have more information.
Supported regions: This will likely be available in all or most regions.
Release Date
There may be other features included in update 2025.26 that Tesla isn’t highlighting in their post. Tesla often doesn’t include smaller additions or features that were previously introduced but have now been added to more regions.
There’s no doubt that the biggest feature in this update is Grok, but the other updates are nice improvements as well. This feature is expected to roll out to employees this weekend, and it should start rolling out to customers in the next week or two.
Tesla is moving to aggressively expand its Robotaxi Network at a rapid pace, with new information revealing that an expansion into Arizona is imminent, pending, of course, regulatory approval. Tesla has already begun looking at building out the program to other cities, just weeks after the launch of its pilot program in Austin, Texas.
Phoenix, Arizona, is Next
In a letter received following a query submitted by Sawyer Merritt, the Arizona Department of Transportation (AZDOT) has confirmed that Tesla had officially applied for Robotaxi permits on June 26th, 2025. According to AZDOT, Tesla had applied for the permits for both autonomous vehicle testing and operation with and without a safety driver.
The department also confirmed that Tesla has expressed its interest specifically in operating within the Phoenix Metro area, with a decision on the permits expected by the end of July. This is the first official step to establish Robotaxi within a second state, which is exciting to see.
Tesla Hiring Vehicle Operators
The move into Arizona isn’t an isolated event. It’s the first step in a broader national expansion, as per Tesla’s recent job postings for Robotaxi Vehicle Operators and FSD testers on Tesla’s Careers page.
These positions, which are necessary for Tesla to launch and validate the service in new locations, show us where Tesla plans to deploy Robotaxi next. The areas include:
Tempe, Arizona
Palo Alto, California
Fremont, California
San Diego, California
Henderson, Nevada
Jacksonville, Florida
Tesla is simultaneously laying the groundwork for expansion in at least three other states besides Texas and Arizona, and that’s a good sign for the network’s quick expansion. Tesla’s executive cadre pointed to a timeline of late 2025 for Robotaxi to be deployed in multiple cities across the United States, and it appears that this timeline is on track.
The Scalability Advantage
This strategy of pursuing multiple markets in parallel highlights the advantage of Tesla’s generalized autonomy approach. Because FSD is designed to be a generalized solution that learns from a global fleet, Tesla does not need to spend years meticulously pre-mapping every street in a new city.
Instead, it can target new locations and use a smaller fleet of operators to validate the performance and safety of FSD within a new environment. After all, every city has its own unique traffic regulations and environmental considerations that need to be understood.
The key here is that Tesla can turn on a fleet in a whole new location in just a fraction of the time required by other methods, such as HD mapping - which can require hundreds of mapping vehicles, thousands of hours of real humans driving, and many hours of engineering to get all the data cleaned up and ready for use.
The Austin pilot is just the beginning of Robotaxi. Tesla is already planning to expand the geofence this weekend and plans to scale the network to other cities soon.
![Tesla Software Update 2025.26: Grok, Light Sync, Audio Presets and More [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/tesla-update/light-sync-update.jpeg/e84ab2f1fe12f493a75927db105a9586/light-sync-update.jpg)
