Sources: Waymo is exploring exiting its Uber partnership, with their relationship souring amid an intense lobbying battle over the future of robotaxis
THE SO WHAT
If Waymo and Uber split while lobbying over robotaxi rules intensifies, the AV market may bifurcate into vertically integrated stacks versus aggregator marketplaces. Cities and fleets should avoid single-channel dependence—structure pilots and contracts so you can switch between direct OEM integrations and brokered rides as the politics shift.
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