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Rivian Sees R2 Driving Its Path to Profitability

Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software…

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Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software strategy, and how recurring software revenue is becoming a larger part of the business.
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7 Comments

7 Comments

  1. @acchaladka

    July 30, 2026 at 6:59 pm

    I’m super impressed by team Rivian and by them hitting deadlines over the last year like, snick snick snick. They seem to be the REI / Patagonia of car companies and I’m biased for them – aside from the fact they are ‘not political’ like other EV companies. The CFO’s Midwestern vibe is totally them.

  2. @yidnie

    July 30, 2026 at 7:30 pm

    Interestingly, the journalist looks like the CEO of Rivian.

  3. @sunchiadventures

    July 30, 2026 at 8:00 pm

    I really dig Rivian as a brand and know they will execute and succeed.

  4. @Sqeptick

    July 30, 2026 at 8:10 pm

    She’s obviously bright, but she was so stuck on her talking points I was beginning to think she didn’t hear any of the actual questions.

    • @syhaynes

      July 30, 2026 at 9:06 pm

      100%

  5. @kc-xb9dr

    July 30, 2026 at 8:20 pm

    The interviewer looks a bit like RJ

  6. @syhaynes

    July 30, 2026 at 9:06 pm

    She’s really good at not answering questions

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