Core Insights - Uber's shares increased by approximately 7.6% following the announcement of a partnership with Waymo to offer rides in Atlanta exclusively through Uber's app [1] Group 1: Partnership Details - The partnership with Waymo allows Uber users in Atlanta to order rides in autonomous vehicles, marking the second market for this collaboration after Austin [2] - In Austin, over 100 Waymo vehicles are available exclusively through Uber, with an average trip rating of 4.9 stars [2] Group 2: Service Features - Riders in Atlanta can choose to ride in autonomous vehicles at no extra cost, with the option to switch to human-driven vehicles if desired [4] - Waymo riders will have 24/7 customer support accessible through the Uber app and Waymo's in-car screens [4] Group 3: Strategic Direction - Uber is not pursuing the development of its own self-driving cars but is focusing on partnerships with established players in the autonomous driving sector [5] - This strategy leverages Uber's extensive platform, fleet, and operational experience, presenting significant revenue opportunities [5]

Core Viewpoint - Tesla's robotaxi service is tentatively set to launch on June 22 in Austin, Texas, with a focus on safety and potential date adjustments [1][4]. Group 1: Robotaxi Launch Details - The first self-driving trip from the Tesla factory to a customer's house is scheduled for June 28 [1]. - The initial rollout in Austin will involve 10 to 20 vehicles operating in a limited area of a few square miles [4]. - Tesla has been testing self-driving Model Y cars in Austin without a driver, reporting no incidents during the tests [4]. Group 2: Vehicle Specifications and Future Plans - Tesla's custom-built robotaxi, referred to as Cybercab, is expected to cost below $30,000, with production starting before 2027 [3][4]. - The rollout of fully autonomous, unsupervised driving is planned to begin in 2025 with the Model 3 and Model Y in Texas and California [3]. Group 3: Competitive Landscape - If the robotaxi service launches as planned, it will operate alongside other self-driving companies like Waymo and Zoox in Austin [5].