Rivian首席执行官RJ Scaringe强调，大型车企必须在软件开发方面取得进步，才能在人工智能驱动的未来保持竞争力。他指出，当前多数汽车的软件系统如同“孤岛”，难以整合控制，这与AI时代的需求格格不入。Scaringe认为，到2030年代初，没有软件定义架构的汽车公司将难以维持规模和市场份额。他建议车企应加强自主软件研发，或与拥有先进技术栈的公司合作，否则将面临市场份额流失的风险。Rivian已通过其创新的“万圣节模式”等功能展示了软件定义汽车的潜力。

🚗 软件定义架构成为未来汽车发展的关键：Rivian CEO RJ Scaringe认为，到2030年代初，未能建立软件定义架构的汽车制造商将难以维持其市场份额和运营规模。他强调，汽车的未来在于其软件能力，而非仅仅是硬件。

💻 当前汽车软件的“孤岛”模式亟需改变：Scaringe指出，目前大多数大型汽车制造商依赖于分散的、功能单一的软件模块，这些模块之间缺乏有效的沟通和整合。这种“小软件孤岛”的现状与AI时代所需的深度情境理解和流畅用户体验背道而驰。

💡 车企需主动拥抱软件研发或寻求合作：为了在AI时代保持竞争力，Scaringe建议车企要么大力投入自主软件研发，掌握核心技术，要么与拥有先进技术栈的公司（如Rivian）建立合作关系。他认为，依赖外部供应商可能面临挑战，因为供应商可能不愿意放弃其现有的小型计算系统。

🎃 Rivian以创新功能展示软件潜力：Scaringe以Rivian的“万圣节模式”为例，说明了高度沉浸式、可定制化的车载体验如何通过先进的软件架构实现。这些动态且不断进化的功能，是传统汽车架构难以复制的，预示着软件在提升用户体验方面的巨大潜力。

Rivian CEO RJ Scaringe said big automakers need to up their software game.Scaringe said most major vehicles are "little islands of software" that are too difficult to control.This reality simply won't do in an AI world, he said.

If big automakers want to win on AI, they need to start making more of their own software, Rivian CEO RJ Scaringe said.

"I think it's inconceivable that by, call it early 2030s, that a car company can exist at scale and maintain their market share and not have a software defined architecture," Scaringe told Stripe cofounder John Collison on Collison's "Cheeky Pint" podcast.

Scaringe said that right now, most major automakers rely on "little islands of software" for specific functions that aren't always able to communicate with each other. This reality just isn't compatible with an AI world.

"There's so many abstraction layers between the actual code and the manufacturer. I think that must go away for you to be competitive in a world of AI, where you want deep contextual understanding of what's happening across the vehicle and being able to create these highly immersive, highly evolving experiences that get better and better over time," he said.

Automakers who don't adapt could soon feel the pinch, Scaringe said.

"If manufacturers don't make that change, they're just going to lose market share," he said. "And the ones that do have that technology are going to gain a lot of market share in the next 10 years."

It is a bit self-interested to pitch automakers on upping their software game, Scaringe said. Rivian, which has its own tech stack, has an up to $5.8 billion partnership with Volkswagen to work on developing software for both companies. Rivian's leader said that outside similar agreements, traditional automakers might struggle.

"I think every car company is either going to try to develop it themselves, which is hard because they don't typically have those skill sets," Scaringe said. "Try to source it from suppliers. That's very hard because those companies are precisely the ones that don't want to see all their little computers go away. Or, work with us."

Rivian is already showing a taste of what the future holds, Scaringe said. He pointed to the company's viral Halloween mode, a yearly update where owners can transform their vehicles with lights and sounds. Past editions have included Back to the Future and Knight Rider.

"We're at the tip of the iceberg of being able to do these very immersive, very hard to recreate modes that are just, you can't do with a traditional architecture," Scaringe said.