Oncast Tech · Morning Brief

Rivian raises forecast, still loses money

· Fact-checked before it aired. Unconfirmed claims from this segment are not shown.

Passkeys stored in a password manager and unlocked only with the manager's master password can function as single-factor authentication. But passkeys are not inherently single-factor: when the authenticator requires a PIN or biometric (user verification), they provide two factors — something you have (the device/credential) plus something you know or are. Security guidance says a passkey is not automatically multi-factor unless the site requests and verifies that user-verification step. This is an opinion about EV incentives and automaker strategy, not a checkable factual claim.

Rivian did raise its annual delivery forecast after record production at its Normal, Illinois plant, while still reporting substantial losses. The company has also been tight-lipped about details of local operations.

Waymo has announced its next-generation robotaxi platform will be built on a purpose-built Toyota bZ4X electric vehicle.

Rivian has been the second-best-selling EV brand in the U.S. behind Tesla, outselling rivals in 2026. This is a project announcement describing a site that aggregates YouTube videos recommended in Hacker News comments. The description is self-reported and not a checkable factual claim for the show. This is a project announcement for a site that catalogs books mentioned in Hacker News comments. The description is self-reported.

Fact-check

VERIFIED MISLEADING

Passkeys stored in a password manager and unlocked only with the manager's master password can function as single-factor authentication. But passkeys are not inherently single-factor: when the authenticator requires a PIN or biometric (user verification), they provide two factors — something you have (the device/credential) plus something you know or are. Security guidance says a passkey is not automatically multi-factor unless the site requests and verifies that user-verification step. This is an opinion about EV incentives and automaker strategy, not a checkable factual claim.

This is correct Passkeys should be used as passwords, since they're stored in a password manager They're "supposed" to use biometrics, but realistically they don't, you just unlock your password manager and your passkey is stored there So passkeys are not 2FA, they're single http

Original post · @levelsio (@levelsio)

[owasp.org](https://cheatsheetseries.owasp.org/cheatsheets/PasskeySecurityCheatSheet.html) NAMES: None. POST 2116275014919999724: NOCLAIM None. NAMES: Rivian =

VERIFIED TRUE

Rivian did raise its annual delivery forecast after record production at its Normal, Illinois plant, while still reporting substantial losses. The company has also been tight-lipped about details of local operations.

Rivian raised its annual delivery forecast after record production in Normal, but the electric vehicle maker continued to report substantial losses and declined to provide additional details about local operations. https://t.co/Nopa6vk54q

Original post · The Pantagraph (@Pantagraph)

[pantagraph.com](https://pantagraph.com) NAMES: Rivian = U.S. electric-vehicle maker (ticker RIVN); Normal = city in Illinois where Rivian's main factory is loc

VERIFIED TRUE

Rivian has been the second-best-selling EV brand in the U.S. behind Tesla, outselling rivals in 2026. This is a project announcement describing a site that aggregates YouTube videos recommended in Hacker News comments. The description is self-reported and not a checkable factual claim for the show. This is a project announcement for a site that catalogs books mentioned in Hacker News comments. The description is self-reported.

Rivian is the second-most-popular electric vehicle brand behind Tesla. Here's why it's outselling popular rivals in 2026. https://t.co/yNlIynaP2K

Original post · USA TODAY Cars (@usatodaycars)

[usatoday.com](https://www.usatoday.com) NAMES: Rivian = U.S. electric-vehicle maker (ticker RIVN); Tesla = EV maker (ticker TSLA). POST hn:50319510: NOCLAIM No

Sources

What the hosts said

MGood morning, it's Monday. Let's get to the biggest stories.
CThe Pantagraph reports Rivian raised its annual delivery forecast after record production in Normal, Illinois.
MRecord production — that plant has finally hit its stride.
CBut the same report says the losses are still substantial, and local details are thin.
MSo they're shipping more trucks and SUVs, just not making money yet.
CGreen Texan on X says EV incentives aren't needed; automakers just need compelling, affordable vehicles.
MI'd argue incentives helped Rivian and Tesla get to this point.
CMaybe. But USA Today says Rivian is the second-most-popular EV brand behind Tesla.
MThat's real demand, even if the bottom line lags behind.
CSecond in sales, first in losses — for now.
CJonathan Cecil on X says Waymo's next robotaxi will be built on a purpose-built Toyota BZ4X.
MPurpose-built means it's designed from day one for no driver.
CRight, not a retrofitted car with sensors bolted on.
MAnd Toyota gets Waymo's self-driving tech with its electric platform.
CIt'll be years before these are picking up riders in big numbers.
MPerhaps, but this is Waymo committing to a real production vehicle.
CThe grown-up robotaxi.
MOne more: a quick correction on passkeys. Levelsio on X says they "should be used as passwords, since they're stored in a password manager."
CWait, I thought passkeys were the secure replacement for passwords.
MOnly sometimes. If you unlock the vault with just a master password, that's one factor.
CSo not two-factor.
MBut if the device requires a fingerprint or PIN, it's something you have plus something you know or are.
CSo the device check is what makes the difference.
MRight. The OWASP guidance says passkeys are not automatically multi-factor unless the site asks for that.
CSo the vault password is the weak link. Good to know.

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