Uber Will Have to Adapt to Supply Concentration in AV Market -- Market Talk
Dow Jones
Oct 29
1034 ET - Uber's business model will likely face significant disruption from the rise of autonomous vehicles, say Wedbush analysts, who add that about 40% of Uber's mobility bookings are most at risk to AVs. "The value of a two-sided marketplace is optimized by extreme supply fragmentation, and Uber/Lyft face a future that will likely include more supply concentration," the analysts say. Right now, the industry is fragmented, according to the analysts, but they believe AV market share will consolidate among a few top players.(nicholas.miller@wsj.com)
(END) Dow Jones Newswires
October 29, 2025 10:34 ET (14:34 GMT)
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