Nuro's Andrew Chapin: Only a few robotaxi companies will survive
Shift: A podcast about mobility
Automotive News
4.6 • 37 Ratings
🗓️ 24 May 2026
⏱️ 27 minutes
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| 0:00.0 | Hi and welcome to the Automotive News Shift podcast, where we bring you the latest on automotive technology, trends, and transformation. |
| 0:13.1 | I'm Hannah Lutz, assistant managing editor at Automotive News. |
| 0:17.0 | Our guest today is Andrew Chapin, chief operating officer at Nero. |
| 0:21.4 | The company is partnering with Lucid and Uber on a Robotaxi venture. |
| 0:25.4 | He spoke to our own Molly Boygan about why he's not concerned about the competition |
| 0:29.8 | leveraging the same Uber platform to commoditize Robotaxies. |
| 0:33.7 | This is just such a hard problem that so many folks have tried and failed at over the years |
| 0:39.0 | that there is going to be a very small number of providers in the end that crossed that |
| 0:44.0 | threshold into scaled, safe, commercialized robo-taxie services. |
| 0:48.8 | But first, let's talk about the week. |
| 0:51.5 | For that, I'm joined by my colleague Molly, Tech and Innovation reporter at Automotive News, and co-host of the Shift podcast. |
| 0:58.0 | Great to be here, Hannah. |
| 0:59.4 | So, Molly, the big news this week is about Stalantis, the $70 billion turnaround strategy. |
| 1:05.5 | What does the automaker have planned for that? |
| 1:07.8 | So Stalantis made an announcement at its investor day about a $70 billion |
| 1:13.0 | investment through 2030. It's a new strategic plan that's basically aligned to the company's |
| 1:18.8 | turnaround. A significant percentage of that is going to North America. So it'll be a 60% |
| 1:24.8 | investment in North America. And Stalantis is planning 60 new or redesigned vehicles. |
| 1:31.5 | 39 of those are internal combustion engine vehicles. |
| 1:34.3 | So that's the majority. |
| 1:37.1 | And then 29 electric vehicles, 24 hybrids and 15 plug-in hybrids or extended range EVs. |
| 1:44.2 | Yeah. So a big variety in power train there. |
... |
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