Insider Brief
- Rivian launched Mind Robotics, a spinout focused on industrial AI and robotics, backed by $110 million in external seed funding.
- Mind Robotics will use Rivian’s operational data to train physical AI systems, reflecting the company’s broader strategy linking autonomy, robotics, and data.
- Rivian beat Q3 2025 expectations with a $24 million gross profit and $1.56 billion in revenue, while reaffirming full-year guidance and ending the quarter with $7.7 billion in liquidity.
Rivian has formed Mind Robotics, a newly launched company focused on advancing industrial AI through robotics, the company noted in its third-quarter 2025 shareholder letter,
According to the company, Mind Robotics was established in November and backed by approximately $110 million in external seed capital. Mind Robotics will leverage Rivian’s operational data to train physical AI systems for a wide range of industrial applications.
The spinout reflects Rivian’s belief in the convergence of autonomous driving and robotics, with data serving as the foundation for a compounding “robotics data flywheel,” the company noted. It was the company’s second external venture, following ALSO, its micromobility spinout in which Rivian retains a minority stake.
Rivian beat Wall Street expectations in Q3 2025, posting an adjusted loss of 65 cents per share versus the expected 72-cent loss, and $1.56 billion in revenue versus $1.5 billion expected, according to CNBC. The company reported a $24 million gross profit, driven by its joint venture with Volkswagen and software/services business, outperforming expectations of a $38.6 million loss.
Automotive operations posted a $130 million loss, offset by $154 million in contributions from the JV and software. Rivian reaffirmed its 2025 guidance, including $2 — $2.25 billion in adjusted losses, up to $1.9 billion in capex, and 41,500 — 43,500 deliveries. It ended the quarter with $7.7 billion in liquidity.
Image credit: Rivian
