Uber: The Robotaxi Advantage Becomes Measurable – I Expect a New Upward Movement!

I see Uber Technologies (UBER, i) as much more than just a ride-hailing service. Uber brings together 215 million active platform customers, a dense network of drivers and delivery partners, as well as numerous robotaxi partners. A new figure shows how valuable this can be: According to management, the robotaxis facilitated by Uber in the USA complete about 30% more rides per vehicle on average than robotaxis marketed by competitors through their own services. Higher utilization can reduce the cost per ride and make Uber a central platform for...