Thomas Reiner, Partner @ Altimeter
Uber's dominance in ride-hailing persists despite robotaxi proliferation because the market grows faster than autonomous vehicles can cannibalize human-driven trips; with 225k AVs reaching only 25% of US trips by 2030, Uber's 70k-vehicle fleet and superior utilization math position it to capture incremental growth even as first-party networks gain share.
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Topics: Transportation & Mobility · Venture Capital & Startups
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