Uber’s 2025 Q1 earnings call made one thing clear: if you’re a human driver in Austin, Waymo’s robot overlords are already running laps around you – literally and figuratively. According to Uber CEO Dara Khosrowshahi, “the average Waymo in Austin is busier than 99% of Austin drivers as defined by the number of trips per day”. Meanwhile, Uber’s market momentum is stronger than Lyft’s, whose stock could use a caffeine boost, but Uber still struggles on some growth metrics per Benzinga’s Stock Rankings.