Waymo and Uber End Phoenix Robotaxi Partnership After Nearly Three Years

Executive Briefing

• Confirms both companies ended their Phoenix deployment at the contracted date, with Waymo vehicles removed from Uber's app in May.
• Reassigns the Phoenix fleet back to Waymo's own app, integrating vehicles into transit and DoorDash delivery partnerships.
• Signals growing competitive tension as Waymo and Uber prepare to rival each other directly in London later this year.
• Highlights Uber's expansion with Waymo in Austin and Atlanta, where hundreds of AVs operate exclusively through Uber.
• Reflects a transformed robotaxi landscape since 2023, with Waymo now offering 500,000+ weekly trips across 11 U.S. metros.