#370: Uber’s $10 Billion Robotaxi Bet, Lucid’s Reset, and Will Ford’s $30K EV Kill Slate?
Uber is going all-in on autonomous vehicles, committing roughly $10 billion across more than 30 AV partnerships. But how many of those bets will actually produce commercially viable robotaxis—and does Uber ultimately become the Expedia of autonomous transportation?In this episode of The Autonocast, Alex Roy, Ed Niedermeyer, and Kirsten Korosec break down Uber’s sprawling autonomy strategy and debate which partners have the best chance of reaching meaningful scale. The discussion covers Waymo’s relationship with Uber, Wayve’s prospects in London, the Lucid-Nuro robotaxi program, Rivian’s autonomy ambitions, and whether consumers will ultimately book directly with robotaxi brands or through aggregators like Uber.The crew also examines Lucid’s operational reset, including major cost reductions, leadership changes, its delayed midsize EV, Saudi manufacturing plans, and why the Uber-Nuro robotaxi partnership could become critical to Lucid’s future.Then it’s on to Ford’s proposed $30,000 electric pickup, what it could mean for affordable EV adoption, and whether Ford’s scale and manufacturing experience threaten EV startup Slate. The hosts debate Ford’s opportunity to finally build a profitable mass-market EV platform, the importance of quality and reliability, and whether consumers really want the stripped-down, analog experience Slate is promising.Plus: Joby vs. Archer in the eVTOL race, the Porsche Cayenne EV, Tesla FSD and ADAS as a purchasing decision, Alex’s increasingly eccentric car collection—and what he should buy next.Topics include: Uber robotaxis, autonomous vehicles, Waymo, Wayve, Nuro, Lucid Motors, Rivian, Tesla FSD, Ford EVs, Slate Auto, affordable electric vehicles, Joby Aviation, Archer Aviation, eVTOL, robotaxi economics, AV regulation, self-driving cars, EV manufacturing, ADAS, and the future of mobility.
