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OpenBusiness & Startups· Tier C · not scored· not scored

Andrew McDonald predicts that autonomous vehicle companies (Waymo, Tesla) will ultimately partner with Uber despite having competing services.

On 20VC (20 Minute VC) · unverified speaker · 20VC (20 Minute VC) · Aug 17, 2026

“I think ultimately, it's in both of their interests to put their vehicles on our network. Even if they have their own robotaxi apps or their own 1P apps, even if they work with our competitors on the rideshare side or on the delivery side, I think everyone will work with us because ultimately we have distribution and ultimately they have expensive fixed assets to utilization.”

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Waymo and/or Tesla enter into commercial partnerships with Uber to provide autonomous vehicle services on Uber's platform

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