Sunday, December 7, 2025

Lucid & Uber Partnership: 20,000 Robotaxis, Revenue Model Revealed

by Rachel Kim – Technology Editor

lucid Eyes⁤ Expansion Beyond ​20,000-Vehicle Uber Deal, Explores Per-Mile Charging Model

NEW YORK ‌ lucid Motors is gearing up ‌to supply Uber with a considerable fleet⁤ of electric vehicles, but⁣ the partnership might‌ potentially be just the beginning. The EV maker, fresh off ⁤a deal to provide at least 20,000​ Gravity ‌SUVs to⁣ Uber and autonomous driving firm Nuro over the next ⁤six ⁣years, is already signaling ambitions ⁤to significantly exceed ⁤that initial commitment.

The partnership, announced in ⁢July, includes a $300 ⁢million investment from Uber into Lucid, bolstering⁢ the EV manufacturer’s ​financial position as it prepares for the rollout of ⁢robotaxi services. The first Gravity vehicle was recently ​delivered to Nuro,⁢ marking ⁣the official ‌launch ⁢of⁣ the⁤ collaboration. Uber plans to introduce the⁣ service in a major US city by⁤ late 2026.

Lucid’s interim ‌CEO, Marc winterhoff, revealed in a recent interview with the Financial Times that the⁢ company is⁣ developing strategies to maximize revenue ⁤from fleet sales⁤ on the Uber‌ platform. While details‌ remain⁤ scarce, Winterhoff hinted at a potential per-mile charging model for⁣ uber drivers ‌utilizing ⁣Lucid vehicles. ⁣The​ FT amended its initial reporting ⁣on Saturday to clarify the CEO’s comments regarding fleet management.

Despite the⁣ initial agreement for 20,000 vehicles, Winterhoff ⁤emphasized that ⁣this figure represents a “starting point,” stating, “The sky’s the ​limit.” This ⁢aggressive outlook ‍suggests Lucid⁣ anticipates strong demand for its vehicles within the Uber network.

The ‍Uber

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