Archive
All writing, page 5
Lyft's Atlanta AV launch still had a person at the wheel
Lyft and May Mobility began Atlanta pilot rides in 2025 with onboard standby operators. That is a useful service test, not driverless scale.
Zoox opens its purpose-built robotaxi to Las Vegas riders
Zoox opened limited, free public rides in Las Vegas in 2025. Its custom cabin reached passengers before its fleet economics reached disclosure.
Uber joined the S&P 100 after building the business
Uber's S&P 100 inclusion marked its scale in 2025. It did not prove lower capital costs or that its robotaxi partnerships would work.
Grubhub's restaurant listings came with a $7.1 million settlement
A proposed 2025 settlement put a cost on Grubhub's unauthorized restaurant listings. Marketplace reach needs the merchant's consent.
Tesla’s Bay Area rides still had a driver at the wheel
Tesla offered paid Bay Area rides with a safety driver. That is a service launch, but it is not driverless operation.
Uber's Lucid–Nuro robotaxi deal is a fleet commitment with conditions
Uber committed to a Lucid–Nuro robotaxi program, then expanded it. Vehicle orders, test fleets, and commercial rides are different milestones.
Uber adds May Mobility to its robotaxi supply network
Uber and May Mobility planned an Arlington launch for 2025. A later delay showed how a signed partnership can leave riders waiting.
DoorDash joined the S&P 500. Delivery margins still matter more.
DoorDash entered the S&P 500 in March 2025. Index inclusion confirms scale; it does not prove future delivery margins.
Wonder bought Grubhub for distribution. Integration is the bill.
Wonder acquired Grubhub at a $650 million enterprise value. Making a larger ordering network useful is the harder part.
Waymo's insurance claims make a strong safety case, with limits
Waymo and Swiss Re compared claims over 25.3 million driverless miles. Fewer claims supported a safety case, with limits beyond the study.