Uber: A Potential Waymo Exit Warrants Caution

Waymo is reportedly exploring its options to end its partnership with Uber in Austin and Atlanta, which suggests Waymo is trying to own the customer through vertical integration. At the beginning of this decade, robotaxis were available in just 1 city in the entire world. Today, that number has risen to more than 20. Robotaxi growth is very real, and Waymo seems likely to maintain its position as a leading robotaxi developer in the long run.