Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own app to offer rides. This is quite disappointing to me. In Waymo’s two most recent expansion cities (Atlanta and Austin), Uber is being used for fleet management while Waymo rides are exclusively offered through the Uber app. That arrangement created a great deal of excitement. The Miami news now casts renewed doubt and uncertainty around how compelling Uber is as a partner for autonomous players like Alphabet (Waymo), Amazon (Zoox) and Tesla. Uber is an investor in Moove and owns a sizable stake, but this is still bad news in my mind.
