Uber says it alone can make robotaxis pay, hours after Waymo quit its app
Oh, the irony, as platform players fight
Waymo, a Google-owned autonomous cab company, announced it would stop allowing Uber users to book its robo-cabs. This happened just hours after Uber published its quarterly results and CEO Dara Khosrowshahi defended the idea that Uber is the ideal platform for robotaxi fleet operators. Khosrowshahi claimed that Uber's higher utilization rate and shared charging and maintenance infrastructure can lead to higher fleet profitability.
He also announced plans to put around 2,000 robo-cabs on the road by 2027 and a larger commercial ramp in 2028. Uber's CEO sees robotaxis as a way to boost the company's more profitable business, which is why he wants to maximize their use. Meanwhile, Uber users booked $59.8 billion worth of services in Q3, a 20% increase year-over-year.
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- Uber says it alone can make robotaxis pay, hours after Waymo quit its app theregister.com
- Waymo confirms it will split with Uber in January 2028 techcrunch.com
- Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users (Bloomberg) bloomberg.com
