Lucid Cuts 12% Workforce, Advances Uber Robotaxi Deployment in San Francisco
Lucid Group is reducing its global headcount by 12%, cutting roughly 816 of its 6,800 full-time employees to boost gross margins and streamline operations after production and cost pressures in 2025. The company is collaborating with Uber and Nuro to deploy an autonomous robotaxi fleet in San Francisco.
1. Workforce Reduction and Objectives
Lucid Group is eliminating 12% of its global salaried workforce, impacting about 816 of its 6,800 full-time employees, to reduce operating expenses and focus on gross margin improvement after facing supply-chain and cost headwinds.
2. Production Upscaling and Financial Pressures
Following a turbulent year marked by manufacturing delays and rising costs, Lucid produced approximately 18,300 vehicles in 2025—over double 2024 volume—as it gears up for its Gravity SUV ramp and a mid-size EV platform launch.
3. Autonomous Program with Uber and Nuro
The company is partnering with Uber Technologies and autonomous delivery firm Nuro to introduce a Lucid-based robotaxi fleet in San Francisco, integrating its autonomous hardware and software into ride-hailing service trials.
4. Implications for Uber’s Mobility Strategy
By trimming costs and improving operational efficiency, Lucid aims to strengthen its partnership with Uber, potentially accelerating the timeline and lowering the break-even threshold for Uber’s autonomous vehicle ambitions.