Waymo confirms it’s shaking up its Uber relationship in January 2028

Waymo will take over its own ride-hailing operations in undisclosed markets starting January 2028, ending the arrangement under which Uber dispatches Waymo vehicles through its app. The shift sets up direct competition between the two companies in those markets, where Uber already hosts autonomous vehicles from multiple other partners. The move matters because it tests whether Waymo can convert its technology lead into a standalone consumer business rather than relying on Uber's demand base. Watch which markets Waymo exits from Uber's app first, how Uber's other AV partners fill any capacity gap, and whether riders follow Waymo onto its own platform.