Slow Research Academy › Uber › Unit 3 “Competition”, lesson 2
Delivery is consolidating, and in rides self-driving companies are building their own apps
This unit asks: Where does Uber compete, against whom, and how does its position differ?
In delivery, two acquisitions are consolidating the field, and competition differs from market to market. In rides, upstream self-driving companies are starting to build their own rider apps. Only Uber runs both chains globally.
In August 2026, Uber published its Q2 materials, which included a map of self-driving partner cities.
Compared with the same map six months earlier, Phoenix is gone and Las Vegas has been added.
At the same time, several large delivery platforms are working out mergers.
Delivery: two acquisitions will merge four larger platforms into two
The map of international delivery is being redrawn by acquisitions.
This is the beginning of the lesson. The full lesson has 4 cards, key takeaways and a quiz. Become a member or purchase the course to continue.
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