Who Owns the Trip? An Uber Investment Case

Field notes

The case is organized as an 11-chapter sequence covering market size, autonomy evidence, actors, competitor behavior, demand, network effects, business plans, opposing arguments, valuation, and the final call. Its analysis separates the autonomous vehicle operator from the app that controls the booking, and distinguishes announced partnerships from safety-driver operations and paid driverless services. The page cites a March 2026 Waymo update reporting more than 500,000 weekly autonomous trips across ten U.S. cities.