Autonocast

Uber is going all-in on autonomous vehicles, committing roughly $10 billion across more than 30 AV partnerships. But how many of those bets will actually produce commercially viable robotaxis—and does Uber ultimately become the Expedia of autonomous transportation?
In this episode of The Autonocast, Alex Roy, Ed Niedermeyer, and Kirsten Korosec break down Uber’s sprawling autonomy strategy and debate which partners have the best chance of reaching meaningful scale. The discussion covers Waymo’s relationship with Uber, Wayve’s prospects in London, the Lucid-Nuro robotaxi program, Rivian’s autonomy ambitions, and whether consumers will ultimately book directly with robotaxi brands or through aggregators like Uber.
The crew also examines Lucid’s operational reset, including major cost reductions, leadership changes, its delayed midsize EV, Saudi manufacturing plans, and why the Uber-Nuro robotaxi partnership could become critical to Lucid’s future.
Then it’s on to Ford’s proposed $30,000 electric pickup, what it could mean for affordable EV adoption, and whether Ford’s scale and manufacturing experience threaten EV startup Slate. The hosts debate Ford’s opportunity to finally build a profitable mass-market EV platform, the importance of quality and reliability, and whether consumers really want the stripped-down, analog experience Slate is promising.
Plus: Joby vs. Archer in the eVTOL race, the Porsche Cayenne EV, Tesla FSD and ADAS as a purchasing decision, Alex’s increasingly eccentric car collection—and what he should buy next.
Topics include: Uber robotaxis, autonomous vehicles, Waymo, Wayve, Nuro, Lucid Motors, Rivian, Tesla FSD, Ford EVs, Slate Auto, affordable electric vehicles, Joby Aviation, Archer Aviation, eVTOL, robotaxi economics, AV regulation, self-driving cars, EV manufacturing, ADAS, and the future of mobility.

Alex Roy, Ed and Kirsten discuss Mobileye founder Amnon Shashua’s transition from CEO, Tesla’s expanding robotaxi ambitions, Waymo’s latest safety research, and the growing regulatory battle shaping autonomous vehicles. Also, Kirsten presses Alex on his uncharacteristic reticence.

Alex, Ed, and Kirsten sit down with George Kalligeros, CEO and co-founder of Aseon Labs, to explore the overlooked infrastructure required to scale autonomous vehicles and robotaxis. The discussion covers robotic vehicle servicing, decentralized charging, autonomous fleet maintenance, Waymo and Tesla operations, fleet economics, deadheading, EV charging networks, and the future of robotaxi deployment. George explains how Aseon’s mobile robotic service pods could dramatically improve fleet utilization while reducing operating costs, paving the way for scalable autonomous transportation.

Alex goes long SpaceX, Ed goes on even longer, and Kirsten brings the show down to earth to talk Waymo, Uber, Wayve, and Motional…until the boys drag it back to Tesla Solar, Porsche 928s, and much, much more.

Alex offends everyone with his POV on automotive design, Ed wants to talk Tesla, and Kirsten brings it back around to Waymo, Zoox, and actual analysis of the AV/EV business.