Urtasun: Autonomous trucking is where self-driving will scale first

Watch on YouTube ↗  |  January 30, 2026 at 15:06  |  3:06  |  CNBC
Speakers
Raquel Urtasun — Founder and CEO, Waabi

Summary

Raquel Urtasun, founder and CEO of Waabi, discusses the company's $1 billion funding round and its focus on autonomous trucking and robotaxis. She says Waabi's single-brain AI system is verifiable, safe, and capital-efficient, with commercial trucking operations already underway in the US. The company is expanding into robotaxis through an Uber partnership targeting more than 25,000 vehicles on the Uber network. Urtasun argues self-driving adoption is still in its early innings and sees $1 trillion opportunities in both trucking and robotaxi verticals in the US alone.

  • Waabi raised $1 billion in new funding.
  • Waabi focuses first on autonomous trucking, with commercial operations since 2023.
  • The company plans to expand into robotaxis via an Uber partnership.
  • Urtasun says Waabi's single-brain AI is verifiable, safe, and scalable.
  • The US is the first market due to a more advanced regulatory framework.
  • She sees $1 trillion US opportunities in trucking and robotaxi verticals.
  • She says self-driving adoption remains in the first innings.
Ideas
Raquel Urtasun Founder and CEO, Waabi 0:44
Self-driving adoption still in early innings.
Urtasun says self-driving is the first physical AI application where scale will happen, and the industry is still in the first innings of adoption. She expects large opportunities in both autonomous trucking and robotaxis, with $1 trillion verticals in the US alone.
Raquel Urtasun Founder and CEO, Waabi 0:49
Waabi leads US autonomous trucking market.
Waabi has spent four and a half years focused on autonomous trucking, where it says its autonomous system is ready and it has a leadership position. The US is the first market because its regulatory framework is more advanced than Canada, and Waabi has run commercial operations since 2023 with large North American shippers and carriers. Urtasun calls trucking a $1 trillion US opportunity.
Raquel Urtasun Founder and CEO, Waabi 0:55
Uber partnership scales Waabi robotaxi deployment.
Waabi is expanding into robotaxis through an Uber partnership to deploy more than 25,000 robotaxis on the Uber network. Urtasun says its next-generation, reasoning-based AI gives a capital-efficient and scalable advantage, letting Waabi penetrate the robotaxi market and become a top contender. She calls robotaxi a $1 trillion US opportunity and says self-driving adoption is still early.
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This CNBC video, published January 30, 2026, features Raquel Urtasun discussing IDRV, Autonomous trucking, DRIV. 3 trade ideas extracted by AI with direction and confidence scoring.

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