Why Autonomous Vehicles Pose Growing Peril to Uber’s Core Business
Submitted by Anonymous (not verified) on Sat, 08/15/2026 - 14:32Uber Technologies has spent years positioning itself as the platform that could one day integrate fleets of self-driving cars. The promise always sounded straightforward. Remove the driver. Lower costs. Expand margins. Yet recent moves by major investors tell a different story. Polen Capital Management sold its entire stake in the ride-hailing giant during the second quarter of 2026. The reason cited in its investor letter struck at the heart of industry anxiety.