Waymo is eating into the ride-hailing market in some cities. The fallout for human drivers stays fuzzy.

Uber executive shared third-party data indicating Waymo is taking 15%–19% of rider spending in its most mature markets: San Francisco, Los Angeles, and Phoenix. The disclosed share suggests competitive traction for Waymo’s robotaxi service, though no financial guidance or market-wide impact was provided.

Analysis

Uber executive shared third-party data indicating Waymo is taking 15%–19% of rider spending in its most mature markets: San Francisco, Los Angeles, and Phoenix. The disclosed share suggests competitive traction for Waymo’s robotaxi service, though no financial guidance or market-wide impact was provided.