podcast

Uber puts another chip on the self-driving roulette table

30.01.2026
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Self-driving truck startup Waabi's billion-dollar fundraise isn't just about trucks.  

 

The deal, for $750 million up front plus another $250 million from Uber tied to deployment milestones, marks a major expansion into robotaxis for the company founded by former Uber AI chief Raquel Urtasun. It also feels like another chip from Uber on the autonomous vehicle roulette table. With more than 20 AV partners worldwide, the question isn't just whether Waabi can deliver on its plans to deploy over 25,000 robotaxis, but whether Uber's bet-on-everything strategy actually works. 

 

Today on TechCrunch's Equity podcast, hosts Kirsten Korosec, Sean O'Kane and Anthony Ha discussed Uber's AV partnership strategy, why Waabi's "simulation-first" approach might be different, and more of the week's headlines. 

Listen to the full episode to hear about: 

Chapters: 

Intro 

Palmer Luckey's bold recruiting strategy 

Phia raises $35M for sustainable shopping 

Browser extensions & the privacy problem 

Northwood Space's $100M Series B & Space Force contract 

The rise of dual-use space companies 

Waabi's $1B valuation & beyond trucking 

Uber's strategy: Betting on every AV partner 

TikTok's US deal & immediate outage 

TikTok competitors gain ground 

IPO window opening: Ethos, Serve, and SpaceX 

Will Elon actually take SpaceX public this time? 

Outro 

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