UBER · News · 20260929N

Autonomous Vehicle Strategy

Uber Technologies, Inc · 2026-09-29 · Importance 56 · Surprise 82

A BNP Paribas analyst estimates robotaxi costs could fall below half the cost of Uber’s human-driven rides as vehicle production and operating expenses decline. The analyst expects Uber to benefit from expanding autonomous miles through its global scale and partnerships, potentially enlarging the ride-hailing market. Greater clarity on autonomous-vehicle economics is expected within the next four to ten quarters, although cost uncertainty remains.