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Uber on Pulse

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The full thread of our Uber coverage — a running record of every development we've tracked, with the VC take on each.

3
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2
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Jun 22, 2026
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Coverage Timeline

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  1. Jun 29, 2026BIG TECHWaymo and Uber Quietly End Their Phoenix Robotaxi PartnershipPartnership ends→
  2. Jun 26, 2026AIOpenAI Poaches Uber's India Chief to Lead Its Biggest Market Outside the US→
  3. Jun 22, 2026IPOUber-Backed Lime Files to IPO on Nasdaq as 'LIME' After $886M Revenue Year~$200M target→

All Coverage

BIG TECHPartnership ends

Waymo and Uber Quietly End Their Phoenix Robotaxi Partnership

Waymo robotaxis are no longer bookable on Uber's app in Phoenix, ending a nearly three-year partnership in the city where the deal began. Both companies framed it as a planned contract expiration -- Waymo has folded the vehicles back into its own Phoenix fleet, available through the Waymo app, while Uber is preparing to name a new autonomous-vehicle partner in the market. The split lands as the two firms prepare to compete head-to-head in London.

Jun 29, 2026
AI

OpenAI Poaches Uber's India Chief to Lead Its Biggest Market Outside the US

OpenAI has hired Uber's India head to run its operations in the country, signaling how seriously the company is treating India -- its largest user base outside the United States. The move pairs a frontier AI lab with a seasoned local operator as OpenAI races to convert massive Indian usage into revenue and entrench itself before rivals.

Jun 26, 2026
IPO~$200M target

Uber-Backed Lime Files to IPO on Nasdaq as 'LIME' After $886M Revenue Year

Neutron Holdings, the parent of micromobility operator Lime, has filed to go public on the Nasdaq under the ticker 'LIME,' targeting roughly $200 million in proceeds at about a $1.8 billion valuation. Lime crossed $886 million in revenue in 2025 with positive free cash flow, but warned of 'substantial doubt' about continuing as a going concern without the raise.

Jun 22, 2026
@Trace_Cohen·t@nyvp.com