Tesla began limited Cybercab service but early fares and the small fleet mean benefits from scale are not yet proven.
Tesla put Cybercab into limited commercial service in Austin, proving the product exists. Early rider snapshots show Cybercab fares sometimes cost more and the fleet is small. Those facts balance, so the story does not change Tesla's outlook.
Uber's marketplace model gives riders access to many autonomous fleets without buying vehicles, supporting its asset-light strategy.
Alphabet's Waymo is listed among partners that can supply robotaxi fleets to marketplaces like Uber, but the article gives no clear business gain or loss.
Amazon's Zoox appears as a partner option in the article, but no firm change to Amazon's prospects is shown.
Baidu's Apollo is named among autonomous providers tied to ride marketplaces, but the story offers no clear positive or negative for Baidu.
Nebius Group's Avride is mentioned as a partner option, yet the article provides no direct evidence of changed prospects for Nebius.
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