I've also seen Rivian vans with Factor meal delivery branding, besides the Amazon ones I've been seeing for the last several months/year. Congrats to Rivian for making a real business out of EV trucks.
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Yes, other things the company or CEO does are also diluting the brand. It’s still true that the company can be making a rational decision not to attack this segment.
Rivian’s marketing people probably hate that they’re doing this, but the company had $2.5B revenue and still lost $1.6B the first half of 2025. They’re in survival mode.
And moreover, Tesla has been talking up plans for its vaporware semi for ages. If they wanted to avoid diluting the brand, they wouldn't promise such a thing.