Rivian's vans make so much more sense than Tesla semi - smaller vehicle, travel predictable routes, can be changed with existing infrastructure, and reduced cost of fuel leads to savings. So does reduced maintenance.

The best economics for electric vehciles were always going to be light and medium vehicles with high utilisation. Not personal cars. Not heavy vehicles sensitive to weight and power.

PS: I am wondering why Tesla is offering nothing in Vans, Minibusses, Busses, and even their pickup is nowhere to be found - instead are spending huge amound of engineering effort to build a heavy truck and associated infra.