Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?
Key Points
Alphabet’s Waymo and Amazon’s Zoox look like the most credible AV rivals to Uber’s ride-hailing business.
Investor outcomes hinge on whether AV fleets plug into Uber-like apps or try to replace them outright.
- 10 stocks we like better than Uber Technologies ›
Autonomous vehicles are reshaping ride-share competition, with Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN) emerging as pivotal players. Discover why platform control, partnerships, and unit economics may matter more than the tech itself in the video below.
*This video was published on May 29, 2026.
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Dan Caplinger has positions in Alphabet, Amazon, and Uber Technologies. Lou Whiteman has no position in any of the stocks mentioned. Toby Bordelon has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, DoorDash, and Uber Technologies. The Motley Fool has a disclosure policy.
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