{"id":3088305,"date":"2026-01-30T10:56:17","date_gmt":"2026-01-30T18:56:17","guid":{"rendered":"https:\/\/techcrunch.com\/?post_type=tc_video&#038;p=3088305"},"modified":"2026-01-30T10:56:23","modified_gmt":"2026-01-30T18:56:23","slug":"uber-is-literally-in-the-drivers-seat-when-it-comes-to-av-bets","status":"publish","type":"tc_video","link":"https:\/\/techcrunch.com\/video\/uber-is-literally-in-the-drivers-seat-when-it-comes-to-av-bets\/","title":{"rendered":"Uber is literally in the driver\u2019s seat when it comes to AV bets"},"content":{"rendered":"\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\"><div id='jwppp-video-box-30883051' class='jwppp-video-box' itemprop='video' itemscope itemtype='http:\/\/schema.org\/VideoObject' data-video='1' style=\"margin: 1rem 0;\">\n<meta itemprop='name' content='Uber is literally in the driver\u2019s seat when it comes to AV bets | Equity Podcast'\/>\n<meta itemprop='description' content='Self-driving truck startup Waabi&#039;s billion-dollar fundraise isn&#039;t just about trucks. The deal, for $750 million up front plus another $250 million from Uber tied to deployment milestones, feels like another chip from Uber on the autonomous vehicle roulette table. With more than 20 AV partners worldwide, the question isn&#039;t just whether Waabi can deliver on its plans to deploy over 25,000 robotaxis, but whether Uber&#039;s bet-on-everything strategy actually works. On TechCrunch&#039;s Equity podcast, hosts Kirsten Korosec, Sean O&#039;Kane and Anthony Ha discussed Uber&#039;s AV partnership strategy, why Waabi&#039;s &quot;simulation-first&quot; approach might be different, and more of the week&#039;s headlines. Chapters: 00:00 Intro 02:13 Palmer Luckey&#039;s bold recruiting strategy 04:04 Phia raises $35M for sustainable shopping 06:27 Browser extensions &amp; the privacy problem 09:59 Northwood Space&#039;s $100M Series B &amp; Space Force contract 12:17 The rise of dual-use space companies 14:01 Waabi&#039;s $1B valuation &amp; beyond trucking 16:36 Uber&#039;s strategy: Betting on every AV partner 19:12 TikTok&#039;s US deal &amp; immediate outage 21:46 TikTok competitors gain ground 24:03 IPO window opening: Ethos, Serve, and SpaceX 27:57 Will Elon actually take SpaceX public this time? 29:11 Outro Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.'\/>\n<meta itemprop='duration' content='PT0H29M9S'\/>\n<meta itemprop='thumbnailUrl' content='https:\/\/cdn.jwplayer.com\/thumbs\/zFWBjdRm-720.jpg'\/>\n<meta itemprop='uploadDate' content='2026-01-30T10:56:17-08:00'\/>\n<meta itemprop='contentUrl' content='https:\/\/cdn.jwplayer.com\/v2\/media\/zFWBjdRm'\/>\n<span class=\"jwppp-instant\" style=\"display: none;\" data-video=\"https:\/\/techcrunch.com\/?jwp-instant-articles=1&#038;player=GQNKsmiX&#038;mediaID=zFWBjdRm\" data-width=\"480\" data-height=\"270\"><\/span><div id='jwppp-video-30883051' class='jwplayer'>Loading the player...<\/div>\n<script class=\"tcembed-script\" type=\"text\/javascript\" src=\"https:\/\/content.jwplatform.com\/libraries\/GQNKsmiX.js\"><\/script><script type='text\/javascript'>\nvar playerInstance_30883051 = jwplayer( \"jwppp-video-30883051\" );\nplayerInstance_30883051.setup({\nplaylist: \"https:\/\/cdn.jwplayer.com\/v2\/media\/zFWBjdRm\",\n})\n<\/script><\/div><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Self-driving truck startup&nbsp;<a href=\"https:\/\/techcrunch.com\/2026\/01\/28\/waabi-raises-1b-and-expands-into-robotaxis-with-uber\/\" target=\"_blank\" rel=\"noreferrer noopener\">Waabi&#8217;s billion-dollar fundraise<\/a>&nbsp;isn&#8217;t&nbsp;just about trucks.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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&nbsp;autonomous vehicle&nbsp;roulette table. With more than 20 AV partners worldwide, the question isn&#8217;t just whether&nbsp;Waabi&nbsp;can&nbsp;deliver on&nbsp;its plans to deploy over 25,000 robotaxis, but whether Uber&#8217;s bet-on-everything strategy actually works.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch as\u00a0<a href=\"https:\/\/techcrunch.com\/podcasts\/equity\/\" target=\"_blank\" rel=\"noreferrer noopener\">Equity<\/a>\u00a0podcast hosts Kirsten Korosec, Sean O&#8217;Kane and Anthony Ha discussed Uber&#8217;s AV partnership strategy, why\u00a0Waabi&#8217;s\u00a0&#8220;simulation-first&#8221; approach might be different, and more of the week&#8217;s headlines.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Subscribe to Equity on\u00a0<a href=\"https:\/\/www.youtube.com\/@TechCrunch\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">YouTube<\/a>,<a href=\"https:\/\/itunes.apple.com\/us\/podcast\/id1215439780\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Apple Podcasts<\/a>,<a href=\"https:\/\/overcast.fm\/itunes1215439780\/equity\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Overcast<\/a>,<a href=\"https:\/\/open.spotify.com\/show\/5IEYLip3eDppcOmy5DmphC?si=rZDFHv2sQUul_g94iCRgpQ\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Spotify<\/a>\u00a0and all the casts. You\u00a0also can\u00a0follow Equity on<a href=\"https:\/\/twitter.com\/EquityPod\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0X<\/a>\u00a0and<a href=\"https:\/\/www.threads.net\/@equitypod\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Threads<\/a>, at @EquityPod.\u00a0<\/p>\n","protected":false},"author":133574571,"featured_media":3021535,"template":"","meta":{"tc-featured-article":false,"tc-header-option":"","tc-breaking-news":false,"tc-article-brief":false,"carmot_uuid":"","apple_news_api_created_at":"2026-01-30T18:56:22Z","apple_news_api_id":"850f78b9-af1e-4ce5-b0b4-97e627230c3c","apple_news_api_modified_at":"2026-01-30T18:56:22Z","apple_news_api_revision":"AAAAAAAAAAD\/\/\/\/\/\/\/\/\/\/w==","apple_news_api_share_url":"https:\/\/apple.news\/AhQ94ua8eTOWwtJfmJyMMPA","apple_news_coverimage":0,"apple_news_coverimage_caption":"","apple_news_is_hidden":false,"apple_news_is_paid":false,"apple_news_is_preview":false,"apple_news_is_sponsored":false,"apple_news_maturity_rating":"","apple_news_metadata":"\"\"","apple_news_pullquote":"","apple_news_pullquote_position":"","apple_news_slug":"","apple_news_sections":[],"apple_news_suppress_video_url":false,"apple_news_use_image_component":false,"tc_sponsors":[],"tc_exclude_from_rss_feed":false,"tc_exclude_from_content_rivers":true},"categories":[174,20429,2401],"tags":[576596662,577369402,18477,449549934,577369308,371748,5938293,217609,576890253],"tc_region":[],"tc_collection_tax":[],"tc_storyline_tax":[],"coauthors":[577084855],"class_list":["post-3088305","tc_video","type-tc_video","status-publish","has-post-thumbnail","hentry","category-space","category-startups","category-transportation","tag-anduril","tag-equity-video","tag-ipo","tag-ipo-window","tag-phia","tag-spacex","tag-tiktok","tag-uber","tag-waabi"],"video_duration":"PT29M9S","apple_news_notices":[],"yoast_head":"<!-- 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