Avride's share of Uber's robotaxi fleet will decline to under 20% by March 2027

Avride's ongoing safety issues and regulatory scrutiny are likely to reduce its operational footprint within Uber's robotaxi network. Uber may diversify its autonomous vehicle partners or slow Avride's fleet expansion due to the investigation, leading to a significant drop in Avride's market share.

Implied probability (Yes)

60%