Rivian Automotive, Inc. (RIVN) Morgan Stanley’s 13th Annual Laguna Conference Transcript


Rivian Automotive, Inc. (NASDAQ:RIVN) Morgan Stanley’s 13th Annual Laguna Conference September 11, 2025 7:50 PM EDT

Company Participants

Robert Scaringe – Founder, CEO & Chairman of the Board

Conference Call Participants

Adam Jonas – Morgan Stanley, Research Division

Presentation

Adam Jonas
MD & Head of Global Auto & Shared Mobility Research

All right. Get started. RJ, thanks for being here.

Robert Scaringe
Founder, CEO & Chairman of the Board

Yes. Love to be here.

Question-and-Answer Session

Adam Jonas
Morgan Stanley, Research Division

I am — I’ve had more than a handful of people come up to me and say, “did you see the R2? Do you see the R2?” I’m like, “yes, it’s RJ’s truck, but like we can’t drive it,” like, “I know it’s awesome.” There are other vehicles out there, by the way that you can — including Rivian vehicles R1 that are awesome to drive. But just visually and the packaging, and it seems to be getting a lot of attention.

Robert Scaringe
Founder, CEO & Chairman of the Board

Yes. It’s funny when you photograph something, it’s hard to get a sense of scale, but when you have them sitting here next to other cars, next to R1s, it’s — I think people like it. I’ve been driving it to pick up my kids from the school. And it’s funny because I can see the parents who either own Rivians or like Rivian and sometimes like, “yes, yes.”

And then my middle son, the rear window drops and he loves to put it backpack in through the back with the window drops. So it’s a good school pickup car.

Adam Jonas
Morgan Stanley, Research Division

That’s cool. You’re a cool dad. I do my best, but I don’t have the keys to that kind of technology. But thanks for joining



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