Slow Research Academy › Uber › Unit 9 “Risks and What to Track”, lesson 1
Which money autonomous vehicles change: investment, cities and the take rate
This unit asks: What could change this business's profits, and what to watch next?
Uber expects to commit over $10 billion over coming years through equity, infrastructure and vehicle purchase commitments. Cities and partners show deployment progress; per-trip sharing and full economics remain undisclosed.
In 2025, riders in Austin and Atlanta could hail a self-driving Waymo car through Uber.
In July 2026, media reports said Waymo had told Uber that the two cities would switch to Waymo's app from January 2028.
In its Q2 2026 materials, Uber said it expected to commit over $10 billion over coming years through equity investments, infrastructure and vehicle purchase commitments. This is not cash already paid in that year.
Expected commitments of over $10 billion over coming years cover investments, infrastructure and vehicles
On the Q2 2026 earnings call, management split the money into two kinds:
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