Uber and Lyft bet on robotaxis for future growth
Waymo’s presence in San Francisco has cut into Uber and Lyft’s market share, as more customers warm up to the idea of driverless taxis.

Uber and Lyft are integrating driverless taxis into their platforms, partnering with companies like Waymo and May Mobility. Both ride-hailing giants are investing in infrastructure, such as storage facilities, chargers, and high-speed internet, to support autonomous fleets.
Driverless taxis are gaining traction in cities like San Francisco, Austin, and Atlanta, with consumer adoption growing. However, challenges remain, including reliability in harsh weather and competition from future entrants like Tesla’s Cybercab.
Despite the rise of robotaxis, human-driven rides are expected to coexist for years, with the gig workforce adapting to shifting demand.