

Uber-Lucid Partnership, Pepsi Beats, Elevance Falls
Jul 17, 2025
Lucid's partnership with Uber aims to launch a fleet of robotaxis by 2026, raising exciting possibilities in urban transportation. PepsiCo shares climb as strong earnings reflect health-focused consumer trends and strategic growth. Meanwhile, Elevance Health faces challenges, cutting its profit outlook due to rising medical costs and disappointing market performance. The podcast also explores the current lack of attractive stock valuations and introduces PayPal Open as a new resource for business growth.
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Lucid's Robotaxi Ambitions
- Lucid plans to partner with Uber and Nuro to launch robotaxi fleets equipped with self-driving tech by 2026.
- This venture may help Lucid overcome past production challenges and significantly scale its electric SUV deployment.
Riding Waymo Changed Opinion
- Tim Stenovec shares his experience riding a Waymo self-driving car in San Francisco, which changed his view positively.
- He now prefers using Waymo for transportation whenever in the city due to its convenience and cost.
PepsiCo's Growth Strategy Shift
- PepsiCo's strong Q2 earnings were driven by international growth and a focus on healthier, higher-protein, and smaller portion products.
- This strategy aligns with evolving consumer preferences favoring healthier snack and beverage options.