Autonomous vehicles · Private company
Waymo is the autonomous vehicle operator whose driverless rides have set the pace for the robotaxi market, taking about a quarter of San Francisco ride-hailing in roughly 20 months. It had partnered with Uber in Phoenix but has already ended that partnership and is working to exit a contract that runs to May 2028, making it both benchmark and threat in Uber's $10 billion pivot.
Featured · Markets
Uber's gross bookings grew 22% while revenue grew 12.2%, and two costs the company has not sized, a $10 billion robotaxi program and spreading driver-pay floors, sit between the lines. The November 4 report is the vote on whether the 12.1% margin lead survives.
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Frontier
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Platforms
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Policy
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