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. 

Watch as 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. 

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