Lucid Motors has launched a concept for a robotaxi named the “Lucid Lunar,” unveiled during an investor day event on Thursday in New York City.

This vehicle accommodates two passengers and lacks a steering wheel or pedals, built on the foundational platform that Lucid Motors is developing for its forthcoming “mid-size” electric vehicle series, according to the company.

Interim CEO Marc Winterhoff mentioned that Lucid is already “working on” the Lunar and plans to unveil it following the rollout of its mid-size models; however, the company later informed TechCrunch that active development on the dedicated robotaxi has not commenced yet.

On Thursday, Lucid Motors also indicated that it is close to finalizing an agreement with Uber to partner on a robotaxi derived from one of the mid-size vehicles in development. The company is currently collaborating with autonomous vehicle producer Nuro to create an autonomous version of the Gravity SUV, expected to be operational on Uber’s network by year-end in the San Francisco region. Both Nuro and Lucid did not confirm whether this new vehicle would employ Nuro’s technologies.

These revelations were made towards the conclusion of Lucid’s investor day, highlighting the company’s growing emphasis on establishing a business around autonomy that could supplement its electric vehicle sales. During the presentation, Lucid Motors showcased a bar graph illustrating its anticipation of robotaxi partnership revenue significantly surpassing the income derived from licensing its electric vehicle technology, although the Y-axis lacked labeling.

Lucid is seeking to generate revenue from its partial autonomy initiatives as well. The company disclosed plans to introduce monthly subscription offerings for its DreamDrive Pro, which will scale with enhanced capabilities starting in the first half of 2027. Vehicle owners can subscribe for $69 per month for the basic driver assistance level, or up to $199 monthly for self-driving capability that doesn’t necessitate driver intervention at any time. (It is important to note that Lucid Motors has yet to develop this advanced capability, nor has any other automaker.)

The firm presented a slide on Thursday stating that autonomy subscriptions “represent the most significant software monetization opportunity.” This approach resembles Tesla’s long-standing practice with its Full Self-Driving (Supervised) software and aligns with what Rivian revealed at its own “Autonomy & AI Day” in late December.

Similar to Rivian, Lucid Motors is also developing its own in-cabin AI assistant. The aim is to create an assistant capable of performing basic tasks like adjusting the air conditioning or addressing intricate inquiries such as discovering “something to do that’s somewhat unique, perhaps off the beaten path, and has a maritime or nautical flair.” It is uncertain how effectively this functions at present; Lucid Motors’ effort to demonstrate the assistant live during the event was unsuccessful, with the company opting to display a pre-recorded video instead.

The remainder of Lucid’s event primarily focused on the company’s initiatives to lower manufacturing costs for its vehicles and enhance the efficiency of its electric drivetrain. These factors will be essential to making the mid-sized vehicles competitively priced (expected to start around $50,000) when the first model is expected to enter the market by year’s end. The company announced one vehicle would be named the Lucid Cosmos, and the second was identified as the Lucid Earth. The name of the third vehicle was not revealed on Thursday.