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The story behind the story

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Sources and analyst estimates: Uber is on track to spend $7.5B+ on thousands of robotaxis and $2.5B+ on equity stakes in their makers over the next few years

Ride-hailing app races to make up lost ground with equity investments and vehicle order commitments  —  Uber has committed more than $10bn …

Financial Times

Discussion

  • @jrosevear John Rosevear on bluesky
    One effect of this is that Uber will know damned well who has the good AV tech and who doesn't. [embedded post]
  • @realjimchanos James Chanos on x
    Capital-lite models transforming into capital-intensive ones. Now playing at a Silicon Valley theater near you.
  • @unhedgedchatter @unhedgedchatter on x
    FT: Uber commits $10bn to robotaxis in strategy shift [Balance sheet anxiety is real.] $UBER [image]