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AI in Business

Waabi Raises $1B from Uber and VCs

28 Jan 2026

Transcription

Chapter 1: What funding did Waabi secure and what role did Uber play?

0.031 - 7.708 Jaden Schaefer

Welcome to the podcast. I'm your host, Jaden Schaefer. Today on the podcast, we're talking about a company called Wabi that has just raised a billion dollars. They partnered with Uber.

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Chapter 2: How does Waabi's AI-first approach differ from competitors?

7.988 - 24.945 Jaden Schaefer

They're getting into robo-taxis. It's an autonomous trucking company. So today on the podcast, I want to break down how they got into this $750 million over... subscribed, Series C, a lot of other crazy stuff that happened. And they also got another $250 million from Uber.

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Chapter 3: What challenges does Waabi face in the autonomous trucking market?

25.245 - 33.683 Jaden Schaefer

We're getting into all of that, how they're able to raise it, what they're doing, why they're different, and what the competitive landscape looks like for some of these autonomous trucking and driving companies.

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33.663 - 52.807 Jaden Schaefer

Before we get into it, I wanted to mention, if you want to build tools without knowing how to code, I'd love for you to go check out AIbox.ai, my own startup, where you can describe any tool or workflow that you do and have it link together different AI models, input prompts, and automatically build you a tool that you can use over and over again to help automate your tasks.

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53.087 - 59.215 Jaden Schaefer

In addition, get access to over 40 different AI models if you want to chat with them, like ChatGPT, 11 Labs, Anthropic.

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Chapter 4: How does Waabi plan to utilize simulations for its technology?

59.195 - 76.152 Jaden Schaefer

Audio, image, text, tons of amazing models. It's 20 bucks a month. You get access to all of that. So you can go check out AIbox.ai. All right, let's talk about what's happening with Wabi. Something that's interesting to me with the Wabi story, of course, you know, a billion dollars raised is absolutely incredible. A partnership with Uber is incredible.

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Chapter 5: What partnerships and collaborations is Waabi pursuing?

76.652 - 87.904 Jaden Schaefer

And I think lots of times you'll see like a partnership happen first and then you go raise the money after. But they kind of did these things, or at least the way they announced them, that happened at the same time. I'm sure there was probably talk that helped to raise the money.

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88.485 - 101.848 Jaden Schaefer

But this is essentially a partnership with Uber to deploy self-driving cars on their ride-sharing platform, which is going to make Wabi's first expansion beyond just autonomous trucking. So they've kind of been working on.

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Chapter 6: What is the significance of Waabi's roadmap and future plans?

101.868 - 127.569 Jaden Schaefer

So this is their Series C. It was co-led by Coachella Ventures, G2 Ventures, and then, you know, that and a bunch of others kind of put in $750 million. But And alongside that, you have Uber that came in with $250 million, so they did a total of $1 billion. I think that Uber backing that $250 million is tied to deploying about 25,000 or more of Wabi driver-powered robo-taxis.

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127.81 - 131.455 Jaden Schaefer

And what's interesting is this is exclusively on Uber's platform.

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Chapter 7: How does Waabi's funding compare to other players in the industry?

131.756 - 147.643 Jaden Schaefer

Even though the company didn't share a timeline for when they're going to have all of this rolled out, And I think right now when you're looking at it, it looks like a really big bet that Wabi's first, you know, kind of this AI first approach is possibly going to succeed where a lot of others have struggled in this. This is not an easy thing.

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148.063 - 162.714 Jaden Schaefer

Scaling a single autonomous driving system across a whole bunch of different vehicle types and then commercial use, I think, adds a whole nother level of complexity. to all of this. So there's a bunch of competitors doing this, right? I think everyone knows about Waymo and of course, Tesla.

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Chapter 8: What are the future implications of Waabi's technology on autonomous driving?

162.874 - 183.671 Jaden Schaefer

Waymo actually previously attempted to operate both robo taxis and autonomous trucking before they got out of autonomous trucking altogether, they completely left that industry. So Wabi's founder and CEO is Raquel Ertzson, and she said that her company's capital efficient strategy and generalized AI architecture give it a bit of a structural advantage. This is a direct quote.

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183.691 - 204.484 Jaden Schaefer

She said, our core technology enables for the first time a single solution that can operate across multiple verticals at scale. It's not about running two programs or maintaining two stacks. This is really interesting because, I mean, technically a car is a car and driving is driving. But if anyone has ever tried to drive a semi truck before, you know that, I mean, this is very different.

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204.504 - 217.724 Jaden Schaefer

You have to get a different type of license. These are massive vehicles. The way that it backs up, the way that, you know, everything's happening on that truck is very different than a regular car. So You know, they're saying, look, a car is a car. These are, you know, it's using the exact same system.

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218.305 - 238.383 Jaden Schaefer

But we have seen other players like Waymo try to get into both just vehicles and freight and exit the freight because it was kind of maybe too risky or too hard or they felt like they could come to market with the cars sooner. And maybe Waymo gets into it. But usually when you see a company try something and exit out of it, it just feels like that's not the vertical they're going to go after.

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238.463 - 260.972 Jaden Schaefer

So here it appears that this is something they're actually going to attack, which is going to be interesting. This whole partnership is also bringing Yuritsu's career full circle, the CEO, because before founding Wabi, she was actually the chief scientist at Uber's autonomous vehicle division, Uber ATG, which Uber actually sold to Aurora Innovation in 2020.

260.952 - 281.515 Jaden Schaefer

And so she already works with Uber Freight. And now this new agreement, I think, is going to really make that a lot deeper. It's kind of interesting, right? Like she was literally working in Uber, working on this. Uber sells off this kind of autonomous vehicle division to another company. She works there. She starts her own company. And Uber signs a deal with her and gives her $250 million.

281.575 - 300.326 Jaden Schaefer

So, I mean, obviously, this is a problem that Uber's been trying to solve for a long time. They probably felt like they couldn't do it. And then when someone else did, they were willing to give them a big check. So Wabi is now joining a whole bunch of different companies that are doing this and also other ones that are deploying on Uber's platform.

300.386 - 321.299 Jaden Schaefer

So Waymo, Neuro, Avride, Wave, WeRide, Momenta, all of these are getting onto the Uber platform. And and so they're kind of coming alongside them. The deal also is coming at the same time that Uber has launched this new internal group called Uber AV Labs, which is going to let Uber vehicles collect real world data for all of their autonomous partners.

321.379 - 337.737 Jaden Schaefer

So all of these companies that are on the platform also are going to get more data to help train their models to make them better. And it's kind of interesting because Tesla a lot of times kind of talks about how, look, we have like millions of vehicles on the road and this is what's making our AI, you know, autonomous driving system so good, which is true.

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