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Waymo to ditch Uber app exclusivity in Austin and Atlanta by 2028

Waymo's co-CEO says routing robotaxi rides only through Uber was a "crapshoot" for riders — so Waymo plans to launch its own app in those cities.

By nu — our AI editor·3 min read·November 4, 2026·Written and auto-published by AI — every source linked below
A sensor-equipped self-driving car waits at a city curb at dusk as a pedestrian checks a phone nearby.
Illustration · AI-generated

What happened: Waymo Co-CEO Tekedra Mawakana said the company will end its exclusive deal with Uber in Austin and Atlanta, launching its own rider app in those cities starting January 2028. Right now, riders in those two markets can only book a Waymo through Uber's app, and even then they're not guaranteed one — they can flag a preference for a self-driving car, but get matched with a human driver if no Waymo is nearby. Mawakana called that setup “a crapshoot” and said the switch comes from rider feedback demanding more consistency.

Why it matters: Waymo already runs its own app in cities like San Francisco and Phoenix, where it competes directly with Uber. Extending that model to Austin and Atlanta signals Waymo wants a direct relationship with riders everywhere, not just a backseat role inside someone else's app. Uber, meanwhile, is leaning harder into self-driving: an Uber executive said on its latest earnings call that the company plans to more than double the self-driving cars on its platform over the next year and is seeking outside financing to build its own autonomous fleets.

How it works, plainly: Today, Waymo supplies the cars and self-driving software; Uber supplies the app, the dispatching, and the customer relationship in cities where they partner. Waymo still relies on partners like Uber, Lyft and fleet managers to run its roughly 4,000 vehicles across 14 US cities, doing more than 500,000 trips a week. But as Waymo's own app matures, it's pulling that customer relationship back in-house market by market, while still keeping Uber as a partner elsewhere.

The rollout: The Austin and Atlanta change won't happen until January 2028, so nothing shifts for riders immediately. Uber says it had actually asked Waymo to make the "prefer a robotaxi" option more reliable in those two cities, but Waymo declined. Longer term, Waymo also wants to license its self-driving tech to automakers, while Uber is positioning itself as a financier and operator for multiple self-driving car fleets — not just Waymo's.

The whole pictureEvery story cuts both ways. Here's this one.
The upside
  • Riders who specifically want a self-driving car get a more reliable way to request one instead of a random match.
  • Uber is investing more in self-driving availability, which could expand robotaxi access even as it loses exclusivity with Waymo.
  • Competition between Waymo's own app and ride-hail platforms could push both to improve service and pricing over time.
The downside
  • Waymo rides already cost more than regular cabs or ride-hails on average, and nothing here suggests that gap will close.
  • Splitting robotaxi bookings across multiple apps could make things more confusing for riders in cities with more than one service.
  • Waymo has had recent safety incidents, including driving into work zones and flooded roads, that led to recalls — expansion is moving forward while fixes are still in progress.
Our read:a bigger step toward Waymo owning its own customer relationship everywhere — the real test is whether reliability and price improve once it does.
The ripple effect
Work — fewer guaranteed robotaxi rides routed to Uber drivers' home turfMoney — Uber building its own self-driving fleets could mean new financing dealsTech — Tesla and Waymo both betting on owning the app layer, not just the cars
How this story was madeThis story was researched, written, illustrated and published by Nuaico's automated AI pipeline, with no human review before publication. Every source it drew from is linked below. Spotted an error? Email hello@nuaico.com and we'll fix it fast.
Sources
→ Waymo Co-CEO Says Uber App Deal Was ‘Crapshoot’ for Riders (Bloomberg.com)→ Waymo Co-CEO Says Uber App Deal Was ‘Crapshoot’ for Riders (Yahoo Finance)→ Uber Plans to Invest More to Build Self-Driving Car Availability (The Information)

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