Just Realized

Chronicles of the gig economy, autonomous vehicles, and the platforms reshaping transportation and delivery. Covering Uber, Lyft, DoorDash, Tesla, Waymo, and the race to autonomous mobility.

Uber can finally focus on customer complaints

The past couple years, Uber's been scrambling to fix their driver shortage. They've kinda dropped the ball on the actual ride experience. I've been waiting way longer than I should for rides. Looks like they're finally ready to tackle this:

Uber says its chronic shortage of drivers is finally in the rear-view mirror, allowing it to focus on passenger complaints such as cancellations and wait times, according to a top executive at the global ride-hailing group.

The company's ten largest markets, which together make up more than three-quarters of its bookings, all saw month-on-month driver growth in August, said Andrew Macdonald, Uber's head of mobility. "That is indicative of a broad-based trend we are seeing around the world," he added. Globally driver supply is up 70 per cent year-on-year, while the UK hit 85,000 active Uber drivers in August, the highest number ever on the country's roads.

Resolving its driver shortage has allowed Uber to turn its attention to addressing other customer complaints, including long wait times and drivers who cancel after initially accepting a trip, said Macdonald, a 10-year Uber veteran who took over global responsibility for its ride-hailing business in 2019.

Source: FT

This is fantastic progress for the gig economy. By boosting driver numbers and focusing on quality, Uber is creating a win-win: better earnings for drivers, smoother experiences for riders, and a stronger platform overall. The gig economy thrives on balance, and this shift shows how platforms can evolve to support everyone involved.

This operational improvement laid the groundwork for Uber's profitability in 2023—fixing the driver shortage meant better unit economics and a sustainable business model.

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