Autonomous Vehicle MarketUber bears could point to rapid adoption of Waymos as a sign that consumers are becoming increasingly receptive to AVs, regardless of provider, indicating potential disruption to Uber’s take rate economics as AVs take share within the Uber network.
Consumer DemandNegative signals of a softening consumer include lower consumer sentiment per The Conference Board and U Mich's consumer confidence indices.
Regulatory ChallengesThe Federal Trade Commission filed a lawsuit against Uber for 'deceptive billing and cancellation practices' surrounding the company’s Uber One subscription.