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Mobility

Tesla to handle over half of global passenger travel, Elon Musk says

Elon Musk set out an ambition for Tesla to take more than half of the global passenger travel market by leading with self-driving services. He said Tesla would handle the majority of passenger travel distance in countries that allow autonomous driving to operate freely. The outlook faces uncertainty from national regulations, delays in Tesla’s autonomous-driving schedule and scrutiny of its Cybercab robotaxi. Tesla executives also indicated unsupervised FSD could reach some customer cars as early as the second quarter of 2027.

Industry

Rivian rises to No. 2 in U.S. EV sales in third quarter behind Tesla, overtaking Chevrolet

U.S. electric vehicle maker Rivian rose to the second-biggest EV brand in the United States in the third quarter, behind Tesla, after ranking 10th a year earlier. Rivian sold 19,239 vehicles, up 45.7 percent, for a 7.2 percent market share, helped by the new R2 SUV and a surge in electric delivery van sales. Chevrolet slipped to third, though GM brands combined still led Rivian.

Mobility

Rivian to release point-to-point driving feature first to paying subscribers, requiring NDA

Rivian will invite some vehicle owners to access its point-to-point driving feature in late 2026, starting with paying Autonomy+ subscribers in the United States who meet usage and safety criteria. Eligibility will be reviewed every 30 days, and access can be revoked. Participants must provide feedback, share data and sign a non-disclosure agreement. Rivian plans to expand access to all subscribers in 2027 and exclude first-generation R1 owners and Canadian users.