Well, Volkswagen AG has always been strong in commercial vehicles. Think about the First Taxi car in China (forgot That Name…), huge company car fleets in Europe, so small Delivery Trucks could.make Sense as well.
However, its probably Software, you are right
iTS for the car architecture/platform as well, i think. From my understanding, ist rivian Kind of a Truck company?
So ist would fit purchasing an eTruck architecture and Software Stack.
Otherwise… i would be completely at loss too…
I mean, in Germany, CARIAD ist basically a joke among Software engineers AND Automotive engineers…
Oh my sweet child…