Tesla’s Cybercab robotaxi faces delays as U.S. regulators lag behind, while Uber is quietly revolutionizing the self-driving game by partnering with 30+ companies to deploy autonomous rides across 15 U.S. cities by 2026. With 200 million monthly users, Uber’s massive network becomes a testing ground—and potential profit engine—replacing human drivers with 24/7 operating AVs. Autonomous trips have surged tenfold YoY, and Uber’s stock, trading at a 2.7x P/S ratio below its average, looks far more attractive than Tesla’s 13.6x, which carries higher risk for unproven tech.
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