- Uber order growth rate slows in Q3 2023 results - Based on Q4 2024 results, slowing growth will continue to decelerate - DoorDash recently made Lyft services part of its DashPass service - That is, Uber's two main competitors inside the U.S. have merged - Uber's stock is down 15% since its high (around Oct. 10) - Meanwhile, 85% of analysts recommend buying Uber shares - The decline in orders was influenced by rising insurance costs - Uber had to raise prices to offset the costs - DashPass will become more competitive with Uber One thanks to Lyft - A number of analysts consider the deal negative for Uber's business - Others say there will be no major impact for Uber - They don't believe in the risk from Tesla's theoretical robot cabs yet - Waymo, which has partnered with Uber, is gaining popularity - For San Francisco, it has reduced robotaxi wait times. - The wait for robotaxis there has become the same as Uber and Lyft - Next year, Uber and Waymo will launch a service for Texas and more