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

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 Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (09:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (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! (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. Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916