Uber is teaming up with US trade unions to push for stricter rules on robotaxis, despite its own deployment of autonomous services in the UK. Once known for clashing with regulators, Uber now advocates for hybrid networks that include human drivers, citing accessibility and weather challenges. However, its stance appears inconsistent: it supports regulation in the US where Waymo threatens its driver network, but launched the UK’s first commercial robotaxi service, drawing criticism from the GMB union.

Analysts note Uber’s shift reflects its size—regulation now acts as a competitive moat rather than a burden. With over 10.2 million active drivers and couriers, Uber’s traditional network remains strong, but faces pressure from robotaxis backed by deep-pocketed firms like Alphabet’s Waymo, which expects over $200bn in annual revenue. Uber’s shares are down 8% in 2026 despite solid performance, though analysts project its cash flows to exceed $10bn and double by 2030.

Ultimately, Uber’s push for regulation serves its commercial interests, as it navigates divergent market realities and shareholder expectations.