Lucid Uber robotaxi
Image Credit: Lucid Motors

Lucid Plans Recurring Revenue From Uber Fleet Sales With Per-Mile Charging Model

EV maker Lucid Motors announced in July a partnership with the ride-hailing platform Uber and the autonomous driving startup Nuro.

Under the deal, the company will sell at least 20,000 Gravity vehicles over the next six years while receiving a $300 million investment from Uber.

The launch of the service is planned for a “major US city” in late 2026.

The first Gravity vehicle was handed over last week to Nuro, officially kicking off the partnership.

Lucid‘s interim chief executive Marc Winterhoff said in a new interview that the EV maker is working on plans to generate a steady stream of revenue from sales to fleet managers on the Uber platform.

Without providing further details, the executive told the FT that the plan could include a per-mile charging model.

The outlet revised the paragraph late Saturday after the story was first published earlier in the day.

The updated version carried an asterisk noting: “The story has been amended to clarify the CEO’s comments on fleet management.”

However, Winterhoff reaffirmed — for the second time in a week — that the company aims to sell more than the 20,000 agreed in July.

“Twenty thousand is a starting point,” Winterhoff told FT. “The sky’s the limit.”

Under the agreement announced in July, Uber said it would channel several hundred million dollars into both Lucid and Nuro.

While the investment into Lucid was announced at $300 million, the size of the stake in Nuro was not disclosed.

Over the last few years, the ride-hailing giant has leaned on alliances with firms such as Alphabet’s Waymo and Aurora Innovation.

Uber’s partnership with Lucid also follows an April deal with Volkswagen, which is preparing to deploy ID.Buzz fully electric vans in Los Angeles for commercial ride-hailing next year.

In the same interview, Winterhoff said Lucid has “seen an uptick, that’s definitely the case, in Europe and also here in the US,” when questioned to the rivalry with Tesla.

The EV maker lowered its 2025 production guidance to 18,000–20,000 vehicles in early August.

However, Winterhoff told investors at a recent Morgan Stanley conference that the internal target remains 20,000 units.

Cláudio Afonso founded CARBA in early 2021 and launched the news blog EV later that year. Following a 1.5-year hiatus, he relaunched EV in April 2024. In late 2024, he also started AV, a blog dedicated to the autonomous vehicle industry.