Waymo to end Uber exclusivity in Austin and Atlanta, launching its own app in January 2028

TL;DR

Waymo will launch its own app in Austin and Atlanta in January 2028, ending its exclusive robotaxi deal with Uber in both cities

Waymo has notified Uber that it plans to launch its own app in Austin and Atlanta in January 2028, ending the exclusivity arrangement that has kept its robotaxis available only through Uber in both cities. An Uber spokesperson confirmed the notice to CNBC and Bloomberg on Friday, adding that the change would also free Uber to bring other autonomous vehicle providers onto its platform in those markets. Uber shares fell more than four percent to close below $66, their lowest level in more than a year.

The two companies’ existing contract keeps Waymo’s current fleet on the Uber app through at least May 2028, so riders will not see an immediate change. But the notice formalises a drift that has been visible for months: Waymo has...

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