Rivian has openly said that the Lidar/new computer is coming around the end of 2026 and that the older cars will not be able to be retrofitted. Im not sure what else they can do.
The most likely scenario is that they will license tech from a chinese company and build the chips domestically with their own software stack. This alleviates concerns about Chinese spy software in their cars. They were probably planning on using Luminar chips but after Luminar unraveled they...