Lucid is officially joining the robotaxi race, and it’s doing so with all-new products. During its investor day presentation on Thursday, the EV startup revealed a two-seat autonomous concept to insiders. Then, it confirmed plans to charge monthly subscription fees for advanced driver-assist and self-driving features in future cars.

More: Lucid Cuts 12% Of Its Workforce As The EV Shakeout Intensifies

The concept, called Lunar, is a purpose-built robotaxi designed without pedals or a steering wheel. It clearly signals that Lucid is serious about fully autonomous ride-hailing rather than just driver-assist technology. This puts the company on the same path as Tesla’s Cybercab program and similar efforts from other EV makers trying to turn autonomy into a long-term revenue stream.

Beyond the prototype reveal, Lucid shared very little technical detail about the Lunar. What it did emphasize is efficiency. The company is targeting between 5.5 and 6 miles per kWh, a figure that could translate to a theoretical range of around 400 miles.

Reaching that number will depend largely on low-drag aerodynamics and a carefully optimized body. Fast charging is also part of the equation, with Lucid claiming the robotaxi could gain more than 200 miles of range in about 15 minutes.

Whether the Lunar ever makes it past the concept stage is less certain, though. For now, the company already has plenty on its plate preparing its upcoming midsize EV lineup for launch, which carries far more weight for the company’s near-term finances.

Subscription Fees For Self Driving

Speaking of revenue, Lucid calls autonomy subscriptions “the single biggest software monetization opportunity.” As such, it’s going to start charging customers to use DreamDrive Pro, the brand’s in-car autonomy suite, on a monthly basis. Starting in the first half of 2027, owners will have to pay anywhere from $69 to $199 a month, depending on the level of autonomy they want.

Lucid says that it has a “Level 4-ready platform available directly from the factory.” While it hasn’t unveiled it to the public, it’ll ride on the brand’s midsize architecture that underpins a few new products heading to market. Lunar will only seat two individuals, so we expect it to have plenty of room for cargo.

That’ll work well with one of Lucid’s partners, Uber. The two are in talks to use the midsize platform in the way that they do Gravity with its robotaxi program.

Timelines

Lucid went as far as to openly lay out its timeline roadmap as well. This year, it believes it’ll offer hands-free highway driving to customers. Next year, it hopes to offer hands-free highway and city driving. In 2028, it wants to achieve Level 3 autonomy. That’s where drivers still need to be ready to take over but the car can mostly navigate on its own.

Level 4, something Lucid is aiming for in 2029, would allow drivers to take their eyes off of the road. Whether or not all of this comes to pass is up for debate, but at least now we know the plan.

Waymo chief safety officer Mauricio Peña fronted US lawmakers at a tense Senate hearing last week, where the self-driving tech company was accused of getting “in bed with China,” as it rolls out more of its robotaxis. The hearing also offered a reminder that beneath the polished image of AI, there’s still a reliance on human labor, often lower paid, sourced from abroad, and largely out of sight.

For years, the Google Alphabet-owned company has relied on the Jaguar I-Pace for its fleet, but Waymo is now preparing to roll out a next-generation, minivan-style robotaxi developed in partnership with Zeekr, a subsidiary of China’s Geely Group.

During the hearing, Peña told lawmakers that the United States is “locked in a race with Chinese companies for the future of autonomous vehicles.”

Read: Waymo’s Ready For One Of Europe’s Busiest Cities, But Is The City Ready?

He also warned that without a clear national framework, the industry could end up facing a fragmented patchwork of state regulations that slows investment and limits progress.

Lawmaker Questions Zeekr Partnership

Sen. Bernie Moreno from Ohio didn’t let the irony of Waymo using a Chinese vehicle for its fleet go unnoticed. “You said in your testimony that we’re locked in a race with China, but it seems like you’re getting in bed with China,” he retorted during the hearing.

“Giving a natural market to a Chinese company to ship us cars is making us better and creating more jobs for Americans? That’s completely ridiculous,” Moreno added.

According to Business Insider, Moreno went on to suggest that Waymo could be sidestepping US laws designed to curb Chinese involvement in sensitive vehicle technologies. He speculated that the company might be using a “backdoor” to avoid complying with the federal connected vehicle rule, which was finalized last year but has not yet been fully implemented.

Peña rejected that characterization. He maintained that the Zeekr vehicles have “no connectivity” and that all of the autonomous systems are installed in the United States. He also argued that leveraging a global supply chain gives Waymo the flexibility to grow faster and build in operational safeguards.

Overseas Operators Raise Flags

Still, the issue of oversight didn’t stop at the hardware. During the hearing, Waymo revealed that in addition to using remote operators in the US, it also has some working overseas.

When asked for a breakdown of operator locations, Peña said he didn’t have exact figures but confirmed that while some are based in the US, others are much farther away, including in the Philippines, Futurism reports.

“They provide guidance,” he argued. “They do not remotely drive the vehicles. Waymo asks for guidance in certain situations and gets an input, but the Waymo vehicle is always in charge of the dynamic driving tasks, so that is just one additional input.”

According to Senator Ed Markey of Massachusetts, “having people overseas influencing American vehicles is a safety issue,” adding that these are the jobs that Americans should have. He called the use of remote human operators outside the US “completely unacceptable,” according to Business Insider.

In a statement to Carscoops, Waymo emphasized that no remote employees drive the vehicles.

“Waymo’s fleet response teams are located in the U.S. and abroad. As we scale globally – including to London and Tokyo – we need some Fleet Response functions outside of the U.S. It is very important to note, however, their role is never to drive the vehicle remotely. Our technology, the Waymo Driver, is in control of the dynamic driving task, even when it is receiving guidance from remote assistance”, the spokesperson said.

Tesla Joins the Conversation

The vice president of vehicle engineering at Tesla, Lars Moravy, was also in attendance at the Senate hearing. He said that the US needs to “modernize regulations that inhibit the industry’s ability to innovate,” or risk losing the autonomous vehicle race.

“Federal regulations for vehicles have not kept up with the pace of the rapid evolution of technology,” Moravy said. He added that many safety standards still in place were designed decades ago and no longer account for today’s technical realities.

Update: We’ve added quotes from Mauricio Peña and a statement from Waymo.