Uber Stock: Robotaxis Could Kill Its Driver Model

Uber stock has a driver problem: robotaxis threaten the driver hours that make its model work. The Financial Times reported that Waymo is exploring a split with Uber as tensions deepen. Whoever controls the robotaxi fleet controls the margin—and that could leave drivers or dispatch on the chopping block. Which disappears first: Uber drivers or Uber’s dispatch layer? Pick a side in the comments; silence is also a forecast.