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Waymo may end Uber partnerships in Austin and Atlanta to control robotaxi customers directly.

Market News
05 Aug 2026
Seeking Alpha
View Source
Bearish
Waymo may end Uber partnerships in Austin and Atlanta to control robotaxi customers directly.

Waymo is reportedly considering ending its partnerships with Uber in Austin and Atlanta, signaling a move toward vertical integration to directly own the customer relationship in the robotaxi market. Robotaxis have expanded from just one city a decade ago to over 20 today, with Waymo positioned as a leading developer. Uber aims to control demand and marketplace functions like payments and pricing, but Waymo's strategy could limit Uber's role to a secondary marketplace provider rather than a key player in robotaxi growth. This shift highlights the evolving dynamics between AV developers and ride-hailing platforms.

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