Rafe Rosner-Udin
speaker
53 appearances
2 recordings
1 series
first heard Aug 2026
last heard 3 Sep
Rafe Rosner-Udin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
So both groups are pushing quite aggressively with regulators and other local officials to slow down the deployment of robotaxis.
They're both arguing that this is going to be hugely disruptive to drivers, particularly in and around their earnings, and that the technology shouldn't just be allowed into markets as quickly as it has done in places like San Francisco and LA.
They've also asked for hybrid networks to be enshrined in legislation.
So basically
Uber or other ride hailing platforms will control the the market around these deployments, basically ensuring that autonomous vehicles are not dominating these markets so quickly.
So we've already seen in places where Waymo is already deploying thousands of vehicles on public roads, that it's starting to eat into Uber's market share and it's starting to impact Uber's bottom line.
And that's causing some investor angst and concern that Uber weren't well placed or positioned to deal with competition in this market.
They asked.
Their own self-driving effort several years ago, and now they're relying on partners, many of whom are yet to deploy or even be permitted to deploy.
Just this week they announced that they were going to lay off several thousand workers, not just in the ride hailing market, but also in the food delivery market, where competitors like DoorDash are competing much more aggressively with Uber than they have in the past.
So Waymo's argument is that they shouldn't be hamstrung in any way in terms of their deployment.
They want a federal framework in the US and they want to be permitted around the globe.
So their position is it's not fundamentally our responsibility to deal with some of the fallout that might impact drivers here.
That said, they have had to find common ground with drivers groups in some places.
So in and around airports where drivers groups have dedicated drop-offs, they've had to make some concessions in order to access those spaces.
So I don't think anyone 10 years ago thought that Uber was going to be disrupted so soon.
This was a company that was burning through.
billions of dollars each year to build up its market share.
And in such a short period, it's already facing quite significant pressures.
In part because I don't think we thought autonomous vehicles would come quite so soon.
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