Stellantis CEO Antonio Filosa said the Wayve partnership could cut the cost and the roughly 24-month development time of hands-off driver assistance. The first North American product is due in 2028, about one current cycle away, so any faster schedule has to show up in the Stellantis brands that ship after it.
Reality
- Evidence40
- Adoption12
- Hype gap+30
- Incentives70
- Confidence55
Fares match a standard UberX and there is no tip prompt, so the economics of this launch phase are not about cost per mile. Uber's own survey found more than 100,000 interested Londoners, against 15 licensed cars.
Perspective Coverage
7 publishers
- Builder
- Builder 19%
- Operator
- Operator 52%
- Investor
- Investor 29%
Reality
- Evidence70
- Adoption20
- Hype gap+30
- Incentives70
- Confidence70
Britain's permit route for cars with nobody in the driver's seat opened on 15 May, and nobody in London has cleared its first stage. So the fastest way to paying passengers was the licence that mandates a human.
Reality
- Evidence52
- Adoption42
- Hype gap+24
- Incentives70
- Confidence47
The first autonomous rides in the UK arrive with a licensed driver in every seat and a fare no higher than a normal Uber, and the $8.6 billion valuation is really a bet on the regulatory approval still to come.
Perspective Coverage
3 publishers
- Builder
- Builder 27%
- Operator
- Operator 35%
- Investor
- Investor 38%
Reality
- Evidence68
- Adoption30
- Hype gap+35
- Incentives78
- Confidence72
buildOne report1 publisher Fewer than 20 Mach-Es at ordinary Uber fares, each with a Transport for London licensed operator aboard, which makes this a strong test of rider demand and dispatch integration and no test at all of driverless cost.
Reality
- Evidence56
- Adoption27
- Hype gap+15
- Incentives68
- Confidence60
Fifteen supervised cars joined the Uber app in London on Thursday under a licence that keeps a human in the driving seat until a separate agency, which few expect to move this year, says otherwise.
Reality
- Evidence62
- Adoption28
- Hype gap+22
- Incentives78
- Confidence58
Unitree's $66 billion valuation lost nearly half its value in a week, and robot brains still lack the data to justify the hype.
Reality
- Evidence44
- Adoption38
- Hype gap+42
- Incentives72
- Confidence48