Eight years ago, a self-driving Uber test vehicle struck and killed a pedestrian in Tempe, Arizona. The company suspended testing, eventually sold its self-driving unit to Aurora Innovation in December 2020, and spent the next several years insisting it was a marketplace, a neutral platform connecting riders with cars, not a fleet operator building robots. That argument ended on March 19. Uber Technologies announced a deal to invest up to $1.25 billion in electric vehicle maker Rivian Automotive, with plans to deploy as many as 50,000 fully autonomous robotaxis across 25 cities in the United States, Canada, and Europe by the end of 2031. The first 10,000 autonomous versions of Rivian's upcoming R2 SUV are planned for San Francisco and Miami in 2028. Uber, or its fleet partners, will have the option to purchase up to 40,000 more beginning in 2030. The entire fleet will run exclusively through the Uber app. Uber has now made its position clear: it intends to be the operator of autonomous vehicles at scale, not just the distributor of them. What the company has not addressed publicly is what happens to the people who currently drive for it when the cars no longer need them. For the roughly 850,000 people who drive for Uber in the United States, a workforce that is disproportionately Black, Latino, and immigrant, rideshare driving is not a side hustle. It is a primary source of income. In cities like Minneapolis and St. Paul, it is one of the few flexible, accessible pathways to economic stability available to workers who face barriers to traditional employment. The deal and what it actually means The financial structure of the Uber-Rivian agreement is milestone-driven. An initial $300 million investment follows regulatory approval, with the remaining $950 million tied to undisclosed autonomous driving performance benchmarks
Uber bets $1.25 billion on a robotaxi future, and gig drivers may pay the price
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