Autonomous VehiclesUber securing status as the 'exclusive' app / demand generator is the key positive from the announcement, positioning Waymo as a technology vendor & capital asset owner, rather than a competitor in ride volume origination.
Market StrengthRideshare-delivery continues to be a pocket of relative strength, with the latest checks showing growth holding stable for Uber and that should put it on track to meet bookings guidance.
PartnershipsUber announced new partnerships with General Motor's Cruise and Wayve, and an expansion of its relationship with Alphabet's Waymo.