In short: Commentary, no position: a bankruptcy halt last week was refuted by the company (liquidity to next year), and "degens" bought it from ~$270-280 back to ~$736 after the close Friday.
Commentary, not a position. A rumor that the EV maker Lucid was halting toward bankruptcy sent the stock crashing to ~$270-280; the company then denied it and said it has cash into next year, and speculative traders ("degens") bought it back up to ~$736. Singh is just noting the whipsaw.
Full passage: premium transcript (PDF).
In short: Uber's robotaxi vehicle supplier — Uber has invested hundreds of millions and expanded a purchase commitment to ≥35,000 robotaxis from Lucid for the Houston launch. Evidence Uber is neutralizing AV risk.
23:02Uber shares lowered this morning after the company said it will bring its own robo taxi service to Houston, a launch that would put Uber up against Waymo and Tesla in one of the only US markets where all three will be competing. Commercial service is slated for next year, but testing is already underway with Lucid supplying the vehicles and Nuro providing the self-driving tech.
In short: The Lucid-Nuro partnership is how Uber deploys its own AV supply in San Francisco — rebutting "Waymo kills Uber" by showing Uber also owns AV capacity, not just dispatch.
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