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Predictions 2025: Amazon Will Buy Lyft

The Information · Anita Ramaswamy · last updated

Robotaxis are quickly gaining ground, largely thanks to Alphabet-backed Waymo, which announced in October that it was completing more than 100,000 paid rides for passengers per week. Waymo plans to enter new regions next year. And everything in the market is sure to intensify further as Tesla tries to begin mass-producing its own robotaxis in 2026.

Existing ride-hailing services are in for a period of disruption. Uber is one of those companies, and to give the company credit, it has been preparing for a future full of autonomous cabs. Uber’s chief competitor, Lyft, is in a far sorrier state, which makes it a ripe acquisition target, and I think Amazon will buy it.

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