Waymo's robotaxis are no longer available through Uber's ride-hail app in Phoenix, Arizona, ending a partnership that ran for nearly three years. Both companies confirmed the separation to TechCrunch on Monday, with the partnership concluding in May at its originally contracted end date. The roughly dozen vehicles used in the pilot program have been folded into Waymo's independent Phoenix operations.
This separation marks a shift in how the two companies operate. Waymo and Uber previously settled a significant legal dispute in 2018. Phoenix was unique as the only city where Waymo ran robotaxis both independently and through Uber simultaneously. The companies are now preparing to compete directly in new markets, including London, where both plan to operate later this year. Waymo is simultaneously expanding to around 20 new cities and has grown its fleet to approximately 4,000 vehicles.
Waymo consolidating its own branded service may strengthen customer recognition and allow more control over rider experience and pricing in Phoenix.
Losing Uber's large user base removes a significant distribution channel for Waymo, requiring it to build awareness and adoption for its standalone service.
Think of it like a food truck that was selling its tacos through a big restaurant's app—now it's decided to sell directly from its own window instead. Waymo and Uber worked together in Phoenix, but now Waymo wants to run its own taxi service there, while both companies will compete with each other in new cities.
Waymo's reintegrated fleet attracts enough direct-app users to maintain or grow its Phoenix robotaxi volume, proving the market prefers branded autonomous services.
scenario – not a predictionLosing Waymo's robotaxis forces Uber to accelerate development of its own self-driving tech or partner with another provider to meet rider demand for autonomous options.
scenario – not a predictionBoth Waymo and Uber launch robotaxi services in new cities simultaneously, creating the first head-to-head competition between the two platforms on the same ground.
scenario – not a prediction