“Waymo already told Uber that it intends to offer robotaxis on its own app in those markets starting in January 2028”
Phoenix already split earlier this year. Austin and Atlanta are next, four months before the contract expires in May 2028. Uber supplied demand while Waymo lacked an app and a brand. Waymo has both now. Renting distribution to a partner who can build their own is a business model with a fixed expiration date, and Uber knew the date when it signed.