In short: The worked example of Uber's plug-in model — "if they use Nuro those AVs, they could order like 100 AVs and put it in a city and they just go and accept rides, and then they would have the humans fill in the highly variable demand." Cited as a supplier option, not rated.
In short: The self-driving-tech provider for Uber's Houston robotaxi service (vehicles from Lucid). Part of the >$10B Uber is spending to re-enter AV via partnerships after selling its in-house unit.
23:24It's the latest sign of how dramatically Uber has reversed course on autonomous vehicles. Six years ago, CEO Dara Khosrowshahi sold off Uber's in-house self-driving unit. Now, Uber's said to be spending more than $10 billion to re-enter the market through partnerships. Uber's invested hundreds of millions into Lucid and Nuro and expanded its purchase commitment with Lucid to at least 35,000 robo taxis.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.