Uber’s AV tie-up Lucid and Nuro underlines a few key trends in autonomy - and a problem for Tesla.
The deal shows just how unwritten the future of robotaxis really is. This is only one of several bets Uber is placing, sometimes in partnership with companies that are outright competitors, such as Waymo. The model of success, and how economics get apportioned between vehicle makers, software providers, network managers and remote services, among other parts of the ecosystem, are yet to be determined.
Why is this a problem for Tesla? Because it is priced for dominance, come what may. And its initial rollout in Austin doesn’t exactly scream ‘dominance’.
Read about it here at Bloomberg Opinion
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