Rivian's CEO RJ Scaringe spent a significant portion of the company's earnings call discussing autonomous vehicle ambitions, despite the mass-market R2 SUV still scaling up in production. The company is set to roll out its point-to-point hands-free driving feature to employees in 2026 and to customers in 2027, with the goal of launching robotaxi vehicles in partnership with Uber in 2028. Rivian is taking on Tesla's Full Self-Driving (FSD) technology with custom chips and pricey lidar, a significant financial gamble. The success of Rivian's autonomy ambitions will be determined in the next two years, with Tesla's FSD already deployed in over 1.7 million active customer cars.

DoorDash has only received 'several hundred' orders from third-party AI agents, despite concerns about their impact on commerce. The company is open to working with these agents and wants to learn more about their use cases. DoorDash's own agents, such as its text-to-order agent and chatbot, allow users to place orders through prompts and photos. The space of agent-based ordering is evolving, with some companies like Walmart welcoming agents and others like Amazon blocking them. DoorDash is considering advertising within these agents in the future. The company completes an average of 3 million deliveries daily, with the majority still coming from users placing orders through its app.