The so-called Robotaxis have become a highly important narrative for numerous car companies in 2026, with, for example, hopes for ‘FSD’ – autonomous driving – and the ‘Cybercab’ accounting for as much as 80% of Tesla’s (NASDAQ: TSLA) valuation between themselves, according to some Wall Street experts.
Within this context, the Saudi-backed Lucid Group (NASDAQ: LCID) has been working to significantly improve its position within the self-driving cab space via a recent partnership with Uber (NYSE: UBER).
Specifically, in mid-April, the electric vehicle (EV) maker raised a fresh $750 million while expanding its partnership with the world’s most prominent ride-hailing company, with the latter committing to at least 35,000 Lucid cars for use in its Robotaxi program.
While such a development would usually represent a powerful tailwind for a firm and all but guarantee an incoming rally, LCID stock’s history of underperformance means that a positive outcome is far from certain.
Under the circumstances, Finbold consulted ChatGPT’s advanced artificial intelligence (AI) about the likely impact of the agreement on the equity and indeed about where it might send the Saudi-backed EV shares.
ChatGPT assesses impact of Robotaxi deal between Lucid and Uber
OpenAI’s flagship platform was quick to conclude that, between the total scale of Uber’s investment and the commitment to purchase at least 35,000 vehicles for the Robotaxi service, the deal constitutes a substantial boon for Lucid.
Still, the AI highlighted that the development is ‘material—but not transformative on its own’ while noting that investors appear to already be pricing in both the tailwinds and the ‘structural risk.’
Therefore, ChatGPT also outlined what it described as ‘the bearish reality.’ Indeed, OpenAI’s flagship platform explained that the fact that the Lucid Group remains profoundly unprofitable and frequently raises capital does much to cap any potential upside.
This setup, per the AI, is compounded by the fact that the Uber Robotaxi deal does not represent an immediate source of revenue and is both multi-year and milestone-dependent.
ChatGPT sets Lucid stock price target after the Uber Robotaxi deal
Ultimately, ChatGPT not only failed to predict a LCID stock rally following the latest agreement but instead forecasted a further 47.80% plunge from the equity’s press time price of $7.28 to $3.80.
It did, however, paint the development as positive, claiming that it ‘meaningfully strengthens Lucid’s long-term narrative and reduces downside risk, though it, once more, highlighted that ‘it does not fix its core problem—profitability.’
Featured image via Shutterstock
