Uber vs. Autonomous Vehicles: Can Uber Survive the AI Era?

Shares are down from 2025 highs as investors weigh what driverless scale could mean for the model.
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Uber's CEO Claims the Company Won't Get Crushed by Autonomous Vehicles

Uber's shares have pulled back meaningfully from their October 2025 highs,down 28% as of March 10,and the reason isn't hard to find. Investors are wrestling with an existential question: what happens to Uber when autonomous vehicles become mainstream? If Waymo or Tesla can scale driverless ride services, does Uber's entire business model collapse? That fear has been weighing on the stock for months now.

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