Startups · Aug 3
Uber’s AV Empire Is Being Built With Deal Architecture, Not Full Ownership
TechCrunch’s deal tracker points to a platform strategy where Uber’s leverage may come from routing demand, not owning every self driving layer.
- Watch the deal map, not just the robotaxi demo, to understand Uber’s AV strategy.
- Control of demand can be more durable than ownership of every technical layer.
- Startups selling into platforms should design for channel fit as carefully as product fit.