Uber CEO Dara Khosrowshahi acknowledged Alphabet's Waymo as the clear leader in the autonomous driving sector, highlighting its high customer satisfaction, safety, and vehicle utilization rates. Khosrowshahi also reported Uber's strong financial performance in the first quarter of 2025, with record adjusted EBITDA of $1.9 billion, a 35% year-on-year increase, and free cash flow of $2.3 billion. Meanwhile, Lyft's CEO expressed confidence in Tesla and electric vehicles as viable options for rideshare drivers and passengers. Market analysts and investors recognize Uber as a dominant and durable growth story, with some asserting that Waymo has effectively won the autonomous driving race, although this perception is not yet widespread among the general public.
Uber $UBER is showing up on the TrendSpider CANSLIM scanner, and the numbers are impossible to ignore. Here’s why it’s one of the most dominant and durable growth stories in the market right now: 🧵 https://t.co/6mztMc7skY
We have fundamental reasons to believe Waymo has won the autonomous driving race. But it’s not apparent to masses rn. $GOOG
Lyft CEO: "I know there are a lot of feelings about Tesla and their CEO. I also know from personal experience that Teslas, and EVs in general, are great options for rideshare riders and drivers." https://t.co/maHEcK4jaf