Equity
Equity
TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo
Uber puts another chip on the self-driving roulette table
31 minutes Posted Jan 30, 2026 at 4:28 pm.
Intro
Palmer Luckey's bold recruiting strategy
Phia raises $35M for sustainable shopping
Browser extensions & the privacy problem
Northwood Space's $100M Series B & Space Force contract
The rise of dual-use space companies
Waabi's $1B valuation & beyond trucking
Uber's strategy: Betting on every AV partner
TikTok's US deal & immediate outage
TikTok competitors gain ground
IPO window opening: Ethos, Serve, and SpaceX
Will Elon actually take SpaceX public this time?
Outro
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31:00
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Show notes
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. 
 
Today on TechCrunch's 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. 
Listen to the full episode to hear about: 
Anduril's drone race recruitment stunt and whether it's the future of hiring or just good PR 
Phia’s $35M raise for an AI shopping assistant as brick-and-mortar stores close their doors 
Northwood Space's $100M Series B and the booming space infrastructure market 
Who’s really winning in TikTok's messy US ownership deal, and the competitors trying to capitalize 
The IPO window cracking open, and how SpaceX plans to go through it 
Chapters: 
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