Uber Bought 20,000 Cars and Is Now ‘Frenemies’ with Waymo (Clip)

Uber has made its biggest shift in years by investing in 20,000 Lucid vehicles powered by Nuro’s NVIDIA-backed self-driving tech. Once known for its “asset-light” model, Uber is now taking ownership of a massive RoboTaxi fleet.

In this clip, Chris Saad (ex-Uber exec) and Yaniv Bernstein break down what this means for Uber’s business model, why it’s hedging against Waymo, and how hybrid fleets (human + autonomous) may reshape ride-hailing economics. Is this a brilliant strategy or a costly overreach?

In this clip:
* Why Uber moved away from its asset-light model
* How Waymo and Uber compete in the RoboTaxi space
* The economics of hybrid fleets and why surge pricing still matters
* What this means for Uber’s long-term profitability

Clip from Reacts episode 'Uber's New Response to Waymo + ChatGPT’s New Super Agent & OpenAI’s Chaotic Company Culture': https://youtu.be/Z36vYmpdfYk

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