All coverage

Uber

The demand aggregator for robotaxis — it builds no driving stack of its own, but owns the channel through which most developers reach passengers. Its partnerships and splits with Waymo, Pony.ai, WeRide and Nuro set much of each developer's unit economics.

San Francisco, CA, US · 2009 · UBER
Milestone note Jul 24, 2026

Waymo moves to end Uber exclusivity in Austin and Atlanta — and go direct

Waymo gave notice it will launch its own app in Austin and Atlanta in January 2028, ending Uber's exclusive right to dispatch its robotaxis there. Hundreds of Waymo vehicles stay on Uber through at least May 2028 under the existing contract. The FT reports the split stems from tensions including conflicting policy lobbying — following the earlier Phoenix wind-down.