Why Nuro thinks being a robotaxi ‘second mover’ gives it an advantage

Waymo is the undisputed leader in the robotaxi space, operating a fleet of over 3,000 driverless cars in at least 10 cities across the US. A number of companies, including Tesla, Zoox, Avride, and Motional, are racing to catch up with the Alphabet-owned firm. But what if being No. 2 was actually better? Nuro, the delivery robot company created by veterans of Google’s self-driving car project, thinks it has a decent shot at occupying the slot. After pivoting from delivery to robotaxis in 2024, Nuro struck a deal with Uber and Lucid to deploy tens of thousands of robotaxis all across the US — netting itself hundreds of millions of dollars in investment from Uber in the process. Nuro plans on launching the service in San Francisco later this year. And earlier this month, it was granted the first of several permits it will need in order to launch that service. It’s almost better for Nuro that Waymo is scaling at the pace that it is, said Dave Ferguson, cofounder and co-CEO of Nuro. Its early successes, as well as its stumbles and missteps, then become fodder for Nuro’s engineers to reassess and reevaluate, with the goal of answering the question: Could we have done better? What if being No. 2 was actually better? “There is a lot of value in this sort of classic second mover perspective,” Ferguson said in a recent interview. …