Uber, Lucid & Nuro team up on robotaxis by 2026 | E2173

Sep 3, 2025 · 1 hr 14 min · 71.8 MB

0:00-1:14:45

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Today's show:

Jason and Alex are joined by Nuro's Dave Ferguson to unpack the Lucid–Uber–Nuro deal aiming to launch fully driverless Gravity SUVs on Uber by 2026. They dig into why off-the-shelf sensors and Nvidia's Thor chip drive costs down, how mapping 150 cities improves safety, and why lidar still matters for night and edge cases. Plus: lessons from Cruise's collapse, how regulators think about safety multiples, and why autonomy could finally make rides cheaper than owning a car.

Timestamps:

(00:00) Show intro…

(06:23) Uber x Lucid x Nuro: why this 2026 robotaxi deal matters

(09:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:13) What the self-driving "cost stack" really looks like in 2025

(14:08) Road-mapping at scale: Nuro's 150-city data collection push

(15:38) Can AVs handle snow & rain? Weather rollout and Uber Black positioning

(20:05) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

(21:07) Show Continues…

(24:24) Probabilistic vs. deterministic driving models — and the DARPA roots

(30:08) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.

(31:08) Show Continues…

(35:38) Post-Cruise reality check: transparency, regulators & trust

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