Uber’s Days Are Numbered: What Most Narratives Miss

Hey, so lots of one have been following this channel for a really long time and behind the scenes going from 40,000 to 400,000 subs has been down to David Carbot and his team, the wonderful editor. Roughly 40 million trips a day go through the company. About 10 million people earn on the platform in a month, including drivers and delivery workers. In the United States, about 1 million people is a reasonable estimate for active drivers. About $190 billion a year passes through as fairs and fees. Tesla's paid robo taxi service went live in Austin in June 2025 and it started on supervised rides there in early 26 and expanded to Dallas, Houston, and Miami by mid year. Long run models and company targets talk about running costs at around 20 to40 a mile once the system is fully scaled up versus Uber which is somewhere north of $2.80 per mile on average sometimes a lot more.

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