Uber's 2,000-Robotaxi Target Rests on Partners Years Behind Waymo, Analysts Say

Piecyk frames the investor question more narrowly: how many driverless cars will Uber actually have in the US on June 30, 2027?

Piecyk notes that Lyft, a far smaller company, may have more driverless cars than Uber in Las Vegas, though he doubts Lyft reaches true driver-out service this year.

Uber has said — and Waymo has not publicly refuted — that Uber offered Waymo a dedicated tier in Austin and Waymo declined.

Uber has committed more than $10 billion to autonomous partnerships spanning Waymo, Nuro, Lucid, and Rivian across the US, Middle East and Europe.

Brulte predicts a "Uber soap opera" once multiple partners share one tier in one market and one of them underperforms on utilization.