UBER · News · 20260929N

Competition and Autonomous Vehicles

Uber Technologies, Inc · 2026-09-29 · Importance 48 · Surprise 64 · In source text

Waymo and Tesla are identified as scaling robotaxi competitors that could create long-term pressure on Uber’s U.S. ride-hailing business. Analysts characterize autonomous-vehicle disruption as nascent and potentially manageable, while Uber’s Eats business is viewed as relatively insulated. Robotaxi operating costs could eventually fall below half the cost of human-driven rides, potentially expanding the overall ride-hailing market and enabling Uber to capture autonomous miles through its global scale and partnerships; international markets may remain more fragmented than the U.S.

Key facts

• A BNP Paribas analyst predicts robotaxi costs could fall to less than half of Uber's human-driven rides. source
• Uber faces long-term headwinds in the US from robotaxi competition from Waymo and Tesla as they scale. source
• The BNP Paribas analyst said they foresee greater clarity on robotaxi economics within the next four to ten quarters. source
• The BNP Paribas analyst said lower robotaxi costs could expand the ride-hailing market and allow Uber to capture a larger share of autonomous miles due to its global scale and partnerships. source

Impact estimates