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Robotics & Autonomy·July 25, 2026·1 min read

Waymo to end Uber exclusivity in Austin and Atlanta, launching its own app in January 2028

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Waymo peeling off Uber exclusivity in Austin and Atlanta is a reminder that distribution partners are temporary, not permanent moats. If you’re building on top of someone else’s marketplace or API, model a 3–5 year horizon where they become your competitor or your landlord.

Robotics & Autonomy

A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO

Unitree shipping 5,500 humanoids and capturing over 25% of the global market ahead of a Shanghai IPO shows that volume manufacturing in legged robots is no longer theoretical. Industrial and logistics operators evaluating humanoids now have to factor in Chinese cost curves and export dynamics, not just Western pilots.

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