Road to Autonomy describes a prediction that unsupervised robotaxis will benefit Uber

In its September 12, 2026 summary of an Autonomy Markets discussion, Road to Autonomy describes a guest’s prediction that several robotaxi companies will achieve unsupervised operations over the following 24 months, benefiting Uber. The guest also argues that Waymo would need to buy a car company if Alphabet spins it out. Road to Autonomy describes the guest’s contrasting view of Tesla: it already owns the technology stack and the factory and is not playing catch-up.