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Why a two-seater robotaxi makes more sense than you think

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Why This Matters

The emergence of two-seater robotaxis like Tesla's Cybercab and Lucid's Lunar signifies a shift in urban mobility, emphasizing efficiency and cost-effectiveness over traditional seating capacity. This trend could reshape the future of ride-sharing, making autonomous taxis more accessible and economical for consumers and the industry alike.

Key Takeaways

When Tesla revealed the Cybercab in 2024, many people were baffled by the automaker’s decision to make it a two-seater. I had similar thoughts when I first saw it at the LA Auto Show later that year: What kind of taxi has only two seats? Once you get above a tuktuk, that’s an asinine idea no one will ever want.

For 18 months, that seems to have been the prevailing attitude. On Reddit and other social media platforms, users have weighed in on the utility, or lack thereof, of a two-seat robotaxi. “You could strap a few people to the roof for a special discount,” quipped one commenter. Nevertheless, the first Tesla Cybercab was put into production last month, and now prototypes have been spotted testing both on public roads and on the grounds of Tesla’s assembly plant in Austin, Texas.

But in case you thought the Cybercab would be alone in absorbing all the anti-two seater vitriol, now there are two such vehicles.

Lucid’s two-seater Lunar robotaxi concept. Image: John Voelcker / The Verge

The Lunar eclipse

At Lucid Motors’ Investor Day in New York City this month, its executive team laid out the EV maker’s plan to reach profitability. It includes three new models on a less expensive midsize platform — the first will arrive next year — an all-new electric powertrain, and a continuing focus on semi-autonomous driving functions and robotaxi partnerships.

Then, in a “just one more thing” moment, Lucid’s acting CEO Marc Winterhoff revealed a concept car hidden behind a curtain at one end of the hall. The two-seat robotaxi concept, dubbed the Lucid Lunar, was displayed without doors to show off its interior space and large luggage bay. Visions of the Tesla Cybercab, different but the same, flashed through my mind.

In a “fireside chat” with Uber’s Andrew Macdonald, Winterhoff revealed the rideshare company has pledged to buy 20,000 Gravitys fitted with robotaxi sensors and software from Nuro. The two firms plan a similar deal with an upcoming Lucid midsize EV model as well.

It took a few hours with Lucid Motors executives for me to understand why, in fact, I was wrong about two-seat robotaxis. And why ridehailing services the world over might buy giant fleets of them. Presuming, of course, that robotaxis prove to be safe, reliable, not a major contributor to urban congestion, and notably cheaper for ridehail fleets than are today’s human drivers using a wide variety of EV and internal combustion models.

At minimum, deploying two-seat robotaxis would require an added step during the hail process: Every user would have to say how many people were traveling, to ensure a vehicle arrived with a sufficient number of seats. Users would most likely accept this added friction in the process, especially if two-seaters were cheaper than other alternatives.

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