Waymo's Expansion Spooks Uber — Is Lyft The Smarter AV Play?

1. Waymo launched robotaxis in Dallas without Uber, causing investor concern. 2. Uber's shares dropped over 3.5% due to fears of exclusion from Waymo projects. 3. Lyft maintains stable partnerships with Mobileye, Baidu, and others for AVs. 4. Lyft's approach to expansion contrasts with Uber's dependence on Waymo. 5. As robotaxis become mainstream, Lyft's strategy might prove more beneficial.