Two partnerships, one warning
- Uber sold its entire Serve Robotics stake
- Waymo also pulled vehicles from Uber
- Both strengthened DoorDash’s autonomous network
The real problem 
It may not be about the robots. It may be about who controls the system.
Routing, delivery times and fleet coordination can make or break autonomous delivery.
The bigger battle
Uber’s advantage has always been its huge network of drivers and customers.
But autonomy could change that. Supply may soon be controlled by a handful of powerful robotics companies.
What it means
Uber is still spending heavily on autonomy. But Serve and Waymo walking away raises a big question:
Can Uber remain the middleman when the robots become powerful enough to go direct?
To read more, click: Why do Uber's robots keep leaving?