Hosts: Marcus Chen & Zara Okafor

In this episode:

• Today we're covering Uber's massive $10 billion robotaxi bet, Ford's surprising EV division dissolution, and a game-changing Uber-Lucid partnership.

• Let's dig into the numbers on Uber's $10 billion commitment to robotaxi fleet expansion. They're targeting 28 cities by 2028, which completely transfo...

• Here's where it gets interesting though—this isn't just about buying cars. Uber's essentially betting that owning the robotaxi fleet gives them contro...

• The data tells a different story about timing though. Current robotaxi deployments average 2.3 years from announcement to meaningful revenue generatio...

• True, but think about the competitive moat this creates. Once Uber has robotaxis operating at scale in these markets, it becomes nearly impossible for...

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