UBER

Uber Technologies Inc

research_scan theme='autonomous-mobility'; value_chain_position='downstream-beneficiary'; Rideshare network-rake beneficiary regardless of which AV OEM wins domestically; but Waymo's Aug 13 Vegas Raiders / Allegiant Stadium official-partner deal plus the Allianz-underwritten London+Munich international launch are the first evidence Waymo internalises payments+matching+insurance at the metro level — narrows the domestic US rake case, expands the international rake case. Under-priced 2026 exposure at ~15-18x fwd.