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Uber has been taking direct — and indirect — shots at its partner, Waymo
Couples go through bumps, and so do business partners. In recent months, Uber and its executives have taken direct and indirect shots at its robotaxi partner Waymo, warning against autonomous ...
Uber has always wanted to be more than a ride; now it has reason to ...
For years, Uber talked about becoming a super app. Then Waymo started picking up passengers in San Francisco, and the conversation grew more urgent. The company has been trying to embed itself inside the AV industry — as a data provider, an investor, and a distribution platform — but the consumer-facing bet may be just as important. Two weeks ago, Uber held its annual GO-GET product event in New York and announced something its executives had been circling for a long time: Users in the U.S. can now book hotels inside the Uber app, through a partnership with Expedia Group, with access to more than 700,000 properties worldwide. Uber One members — the company’s subscription tier at $9.99 a month — get 20% off a rotating list of 10,000 hotels and 10% back in credits. Vacation rentals through Vrbo will follow later this year, along with restaurant reservations via OpenTable. In the meantime, a “Shop for Me” feature lets users order from stores that aren’t even on the platform. The announcements, taken together, were the most concrete picture yet of something Uber has been trying to conjure since at least 2019: that an app with 199 million monthly active users could become the app they use for nearly everything. Praveen Neppalli Naga, Uber’s CTO, offered the clearest explanation of the company’s thinking at TechCrunch’s StrictlyVC event late last month in San Francisco. The super-app concept has existed for years in India and Southeast Asia, he noted, but U.S. versions have mostly flopped by bolting services onto traffic rather than building toward a reason to stay. His answer to what fits? Membership. Every new category — food, groceries, now hotels — gives someone another reason to pay for Uber One. “I take Uber, go to the airport, take a flight, take another Uber, go to a hotel, go to a restaurant,” he said. “There is a flow you can actually build into it.” Flights are not available yet, though Naga didn’t rule them out. Uber tried flight booking in Europe years ago without success. “First let’s get the hotel things done,” he said. Financial services sound like a possibility too — Uber already offers a debit card to drivers in Mexico — though how far that goes, or when, remains unclear. Said Naga: “Never say never.” Uber isn’t alone in this race. Airbnb, arguably the company most directly threatened by Uber’s hotel push, announced its own transportation ambitions in late March — a partnership with Welcome Pickups to offer airport transfers in 125 cities...
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Uber Sold Its AV Unit; Now It's The Industry's Gatekeeper
Uber shifts to a tech-agnostic, capital-light autonomous strategy via $10B partnerships with Waymo, Baidu & more—see what it means for UBER. Click to read.
