$2500 Autonomy+ one time purchase now an option on Rivian configurator

[ATLRivvy]

Doesn't apply to my Gen 1, but I honestly don't get the business logic on this.

Assuming a 15% take rate (similar to Tesla) $50/mo * ~200k annual vehicle sales * 15% = $18M revenue stream per year of vehicle sales. Apply vehicle sales growth and the longevity of vehicles and it grows to a revenue stream in the low hundreds of millions in a decade.

Rivian already has $5B in revenue. Once Normal scales, they'll have maybe $12B in revenue (~200k annual sales at a $60k ASP across all vehicles / trims).

Autonomy involves a multi-billion dollar software investment effort, on top of putting a couple hundred dollars worth of sensors in every vehicle sold, even if they're not paying for autonomy. I don't get how this maths.

They do this because software recurring revenue streams get valued at an ARR multiple for a growth company - in theory 8-10x if the recurring revenue is growing 25%+. So in theory a couple hundred million adds a couple billion to valuation.

Problem is - this recurring revenue stream is attached to a one-time buy in a market with brand loyalty falling off a cliff so it’s going to end up getting discounted to worthless and they likely would be better off going all out to win vehicle market share

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[rivianfun]

Ok, this might be a dumb question but prior to the 2025.46.30 update you could pull back twice on the stock, it would then drive hands free but you would need to touch the wheel. Will you still have that after your so-called free 60 days are over. Also, does the $49.99 for Autonomy + encompass the Connect + too or will you be looking at the $49.99 for Autonomy + and $14.99 for Connect +.

 

[Hillbilly]

I'm Gen 1, but this wouldn't move the needle for me even if offered

 

[ksumnole]

Lesson learned from owning an Elon vehicle.
1. Never EVER pay a full price for anything with the words "autonomy" "hands free" etc.
2. At $50 a month you can keep your UHF and shove it up your ass.

I'm sorry for being so brash, but this is just stupid. On par with BMW wanting a subscription for heated seats.

 

[StuGoss]

Here is my criteria for $50...
-- Handle stop signs and stop lights.
-- Mild mode while driving and stopping but spicy mode when taking off.
-- Move a little right of center on a two lane road when it senses an oncoming vehicle.
-- Auto lane change and pass slower cars on a divided highway.
-- Lane centering and adaptive cruise while towing.

 

[babock]

Ok, this might be a dumb question but prior to the 2025.46.30 update you could pull back twice on the stock, it would then drive hands free but you would need to touch the wheel. Will you still have that after your so-called free 60 days are over. Also, does the $49.99 for Autonomy + encompass the Connect + too or will you be looking at the $49.99 for Autonomy + and $14.99 for Connect +.

That highway assist on divided mapped highways will still be there if you don't subscribe

 

[SwampNut]

Sounds like Rivian is reminding us why a $1000 Comma 4 is better at both driving and the cost.

 

[mkhuffman]

Ok, this might be a dumb question but prior to the 2025.46.30 update you could pull back twice on the stock, it would then drive hands free but you would need to touch the wheel. Will you still have that after your so-called free 60 days are over. Also, does the $49.99 for Autonomy + encompass the Connect + too or will you be looking at the $49.99 for Autonomy + and $14.99 for Connect +.

It is not a dumb question.

I don't work for Rivian so of course I don't know the real answer. But I seriously doubt they will remove face monitoring for hands free driving. I think you will get the same thing you get when you turn off face monitoring. Which is what? Standard adaptive cruise, I think. Not hands free.

Someone should turn off the face nanny and see what it actually does. I have not tried it since they rolled out the last update. Probably it uses the steering wheel sensor to make sure you are holding on.

BTW - I am with everyone else who is balking at $50 per month. I will pay that for point-to-point hands free, like Tesla FSD. Not the somewhat crappy hands free thing I have now. I will just go back to adaptive cruise until they come out with point-to-point hands free.

 

[Cascada]

Doesn't apply to my Gen 1, but I honestly don't get the business logic on this.

Assuming a 15% take rate (similar to Tesla) $50/mo * ~200k annual vehicle sales * 15% = $18M revenue stream per year of vehicle sales. Apply vehicle sales growth and the longevity of vehicles and it grows to a revenue stream in the low hundreds of millions in a decade.

Rivian already has $5B in revenue. Once Normal scales, they'll have maybe $12B in revenue (~200k annual sales at a $60k ASP across all vehicles / trims).

Autonomy involves a multi-billion dollar software investment effort, on top of putting a couple hundred dollars worth of sensors in every vehicle sold, even if they're not paying for autonomy. I don't get how this maths.

I'd assume they are modeling higher than 15% take rate over time as the software improves. RJ is pretty adamant that's where the industry is going. Obviously they have a lot of work cut out for them to make that happen.

 

[strykerwsu]

This is where the industry is going. I'm going out there but after latest revisions to FSD, I think everyone that can afford similar suites will buy / subscribe in 3 years. 6 years to where my youngest likely won't ever own a car on her own, she will be 20.

 

[waitingonanr1s]

I won't be subscribing. UHF is not very good in my opinion.

 

[VandalSibs]

I'm pretty surprised at all the people in here freaking out about the price, when these exact numbers were announced at the reveal event with this exact same time frame.

 

[Zorg]

I love UHF between SF bay area and Tahoe but not enough to pay $50. Will subscribe for a month in April for our road trip to Moab though. If they deliver point to point maybe will subscribe some more

 

[Thedude]

This is where the industry is going. I'm going out there but after latest revisions to FSD, I think everyone that can afford similar suites will buy / subscribe in 3 years. 6 years to where my youngest likely won't ever own a car on her own, she will be 20.

You think in 6 years your kid won’t even need to own a car? As in won’t need one or can’t afford one?

 

[Rade]

Yes, I got the Email this evening. There is a difference between what the Email states and what the website stated

Email: Just like all new R1S and R1T now come with a 60-day trial of Autonomy+, your vehicle will include all Autonomy+ features through April 4.

Account Website: Expires March 16, 2026

Which is it? Do I have to shell out the bucks now or can I wait?

Considering what Tesla is charging for FSD, I think this is a worthwhile investment. I like the functionality of UHF and am hoping to hold onto my R1T for several years.

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