A Waymo autonomous self-driving Jaguar electric vehicle sits parked at an EVgo charging station in Los Angeles, California, on May 15, 2024.
Patrick T. Fallon | AFP | Getty Images
Uber announced Friday it is expanding its partnership with Alphabet’s Waymo to offer robotaxi rides in Austin, Texas, and Atlanta beginning in early 2025. Shares of Uber jumped 5% on the news while Alphabet rose about 1%.
Uber riders in those cities can be matched with a driverless Waymo car for some trips, according to the companies. The rides will only be available through Uber’s app, unlike in San Francisco and Los Angeles where riders book through the Waymo app. A Waymo spokesperson said it had no plans to partner with Uber in San Francisco and Los Angeles.
The expansion comes as Uber faces investor pressure to step up its autonomous vehicle strategy, especially ahead of Tesla‘s planned robotaxi event slated for Oct. 10. Shares of Uber have fallen 9% since the Tesla event was announced and are off 17% from their 52-week highs.
It may also slow Waymo encroachment into Uber’s market share. An analysis from Bernstein estimated that, as of May 2024, Waymo’s 50,000 weekly paid rides made up approximately 2% of ride-sharing usage in San Francisco. Since then, Waymo has doubled its paid robotaxi trips to 100,000 a week, the company announced.
“We’re thrilled to build on our successful partnership with Waymo, which has already powered fully autonomous trips for tens of thousands of riders in Phoenix,” Uber CEO Dara Khosrowshahi said in a release.
Uber’s initial agreement with Waymo in Phoenix also included autonomous Uber Eats deliveries in the city. The expansion into Austin and Atlanta won’t include Uber Eats at first, according to the Waymo spokesperson, but they’re exploring that possibility for the future.
Waymo co-CEO Tekedra Mawakana said, “We’ve been delighted at the positive feedback from our Waymo One riders to date, and we can’t wait to bring the comfort, convenience, and safety of the Waymo Driver to these cities in partnership with Uber.”
The expansion into two more cities is another step in Uber’s advancement into the robotaxi space, after struggling to get a foothold and selling off its own self-driving division in 2020, now relying on partnerships with companies including Waymo, GM‘s Cruise and the SoftBank-backed U.K. startup Wayve to gain ground.
Uber shares dipped in August after the company announced a multiyear partnership with Cruise to offer autonomous rides through its app next year. Wells Fargo analyst Ken Gawrelski cited Cruise’s previous safety challenges as a part of the investor skepticism, along with now-fulfilled hopes for a partnership with Waymo instead.
Waymo has rapidly made strides in the self-driving race. It currently offers robotaxi services to the public in San Francisco, Los Angeles and Phoenix. It has logged more than 22 million miles through June of this year, and last week, it released a report that argued its vehicles are safer than human drivers. It began testing driverless cars on Bay Area freeways with Google employees in August.
Some analysts were more hopeful for a potential Uber and Waymo expansion into San Francisco. But Atlanta and Austin, where Waymo has already begun testing, may still help sentiment.
— CNBC’s Laura Batchelor and Lora Kolodny contributed to this article.
Amazon CEO Andy Jassy speaks during an unveiling event in New York on Feb. 26, 2025.
Michael Nagle | Bloomberg | Getty Images
Amazon shareholders rejected a proposal to adopt a policy that would require the company’s CEO and board chair roles to remain separate.
Vote totals disclosed in a filing Thursday show about 82% of shareholders rejected the proposal. The independent proposal was submitted alongside seven others at Amazon’s annual meeting on Wednesday. Each of the independent proposals were rejected.
Amazon split the roles of CEO and board chair when founder Jeff Bezos turned the helm over to Andy Jassy in 2021. As part of the transition, Bezos retained the title of executive chairman.
The proposal sought to codify that structure within Amazon “like the majority of S&P 500 companies,” advocacy group the Accountability Board wrote in its submission. The group argued that the split structure allows the board to focus on corporate governance and oversight, while the CEO focuses on the company’s business.
“With the positions currently separated, now would be an opportune time to do so,” the proxy states.
Shareholder proposals seeking the separation of board chair and CEO roles have been on the rise in recent years. The number of such proposals increased 113% among Russell 3000 companies in the first half of 2023, the highest level in the past decade, according to the Harvard Law School Forum on Corporate Governance.
Amazon urged shareholders to vote against the proposal, saying the current policy enables the board to determine the right leadership for the company “in light of our specific circumstances at any given time.”
The separation in 2021 came “after careful consideration” of Amazon’s leadership structure and functions, the company wrote in its recommendation.
“In light of our success through these various leadership structures, the board believes that shareholders are better served by the board retaining the ability to adapt to our evolving needs and implement the optimal leadership structure at any given time,” Amazon wrote in the filing.
Security officers block entrance doors after pro-Palestinian protesters attempted to enter the Microsoft Build conference at the Seattle Convention Center Arch building in Seattle, Washington on May 19, 2025.
Jason Redmond | Afp | Getty Images
Microsoft employees are concerned that the company has been blocking Outlook emails containing the words “Palestine,” “Gaza,” “genocide,” “apartheid” and “IOF off Azure,” even if they’re including those terms in an HR complaint, according to screenshots, recordings and documents viewed by CNBC.
Employees said they started noticing the change Wednesday just before noon PST, batch-testing emails with the terms in question and emails without them. Only the ones without such terms appeared in their outboxes, suggesting those containing the terms weren’t received, according to materials viewed by CNBC and three sources familiar with the matter.
The people asked not to be named in order to speak freely.
One employee with the word “apartheid” in their email signature, who spoke on condition of anonymity for fear of retaliation, said they sent a typical work-related email around 11:30 a.m. PST on Wednesday successfully. The person said that just before noon on the same day, their emails wouldn’t go through — ostensibly due to their email signature.
On internal message boards, messages seen by CNBC showed employees asking why their emails with the word “Israel” may go through but not the word “Palestine,” as well as “Gaza” and other terms. Modifications like “P4lestine” did go through, according to their tests.
One employee asked on an internal message board, “Is the company abandoning the inclusivity initiative or is this only targeting Palestinians and their allies?”
The Verge was first to report on the potential email block.
In a message seen by CNBC, Frank Shaw, Microsoft’s chief communications officer, responded to an employee post, writing: “To clarify, emails are not being blocked or censored, unless they are being sent to large numbers of random distribution groups. There can be a small delay and the team is working to make that as short as possible.”
“Over the past couple of days, a number of emails have been sent to tens of thousands of employees across the company and we have taken measures to try and reduce those emails to those that have not opted in,” a Microsoft spokesperson said in a statement.
But employees told CNBC that even when they attempted to send relatively mundane, solely work-related emails to small groups of colleagues, the emails still didn’t go through if they contained those terms.
Another employee who spoke on condition of anonymity said that when they attempted to send a report to HR containing one of the terms in question, they did not receive the auto-response typically confirming receipt until more than 24 hours later. The message also didn’t show up in the online HR portal until more than 24 hours later.
Some emails were delivered after being delayed by seven hours or more, according to the group No Azure for Apartheid. The group suggested manual reviews of such emails were taking place before they were delivered.
Microsoft protests
Microsoft has seen a growing number of protests at recent events over the Israeli military’s use of the company’s AI products. Protesters have also sent emails to the company’s executives outlining their concerns.
At Microsoft’s Build developer conference in Seattle this week, protesters interrupted executives during keynote speeches and sessions.
On Tuesday, protesters interrupted the Microsoft Build session on best AI security practices, singling out Sarah Bird, Microsoft’s head of responsible AI, who was co-hosting the session with Microsoft AI security chief Neta Haiby.
Haiby was formerly a member of the Israel Defense Forces, according to a Tumblr page viewed by CNBC.
“Sarah Bird, you are whitewashing the crimes of Microsoft in Palestine,” Hossam Nasr, an organizer with the group No Azure for Apartheid, said.
Nasr was one of the Microsoft employees terminated last year after planning a vigil for Palestinians killed in Gaza.
Earlier on Tuesday during another Microsoft Build session, an unnamed Palestinian tech worker disrupted a speech by Jay Parikh, Microsoft’s head of CoreAI.
“Jay, you are complicit in the genocide in Gaza,” the tech worker, who did not wish to share their name for fear of retaliation, said. “My people are suffering because of you. How dare you. How dare you talk about AI when my people are suffering. Cut ties with Israel.”
The worker then called to “free Palestine” and said, “No Azure for apartheid,” a nod to the group and its petition.
A demonstrator is removed from the audience as they interrupt a presentation by Microsoft Chairman and CEO Satya Nadella at the Microsoft Build 2025 conference in Seattle, Washington on May 19, 2025.
Jason Redmond | AFP | Getty Images
On Monday, Microsoft software engineer Joe Lopez interrupted CEO Satya Nadella’s keynote speech onstage, saying, “Satya, how about you show them how Microsoft is killing Palestinians? How about you show them how Israeli war crimes are powered by Azure?”
Lopez was later fired, according to a document viewed by CNBC that stated the reason as, “misconduct resulting in the violation of both company policy and our expectations of a respectful workplace.”
The document said Lopez would be ineligible to return to Microsoft as an employee, contractor, or in any other capacity, including an employee of a Microsoft partner, customer or other third party.
At Microsoft’s 50th anniversary event last month, two Microsoft software engineers publicly protested the use of the company’s AI by the Israeli military during executive presentations. The roles of both employees, Ibtihal Aboussad and Vaniya Agrawal, were terminated soon after, according to documents viewed by CNBC.
OpenAI is betting a new “era” of computing will justify the company’s decision to spend billions of dollars on bespoke hardware to go with it, Chief Financial Officer Sarah Friar said.
The artificial intelligence startup, best known for the ChatGPT chatbot, announced plans on Wednesday to buy iPhone designer Jony Ive’s devices startup io for about $6.4 billion. Ive’s company was founded roughly a year ago and doesn’t have a product on the market.
Friar told CNBC on Thursday that any startup as young as io was “hard to value.” But she sees an eventual return on that investment.
“You’re really betting on great people and beyond,” Friar said. “It’s not just about imagining what a new platform could look like — you’ve got to be able to craft it. You’ve got to be able to build it. You’ve got to be able to understand supply chains.”
Friar, who took the CFO job at OpenAI last summer and was formerly CEO of Nextdoor, said new devices will eventually get OpenAI’s technology in the hands of more users, and drive subscription growth and attach rates. ChatGPT last reported 500 million weekly active users, but monthly actives are higher, Friar said.
“When you start thinking about it beyond just a phone, it starts to grab the imagination,” she said. “If we can get people around the world excited to use AI, we have many ways to begin to think of a business model around that. So it could be an ongoing, bigger subscription for ChatGPT.”
Friar’s comments echo others in the tech industry who have said AI hardware could change the face of computing, and threaten the iPhone. Eddy Cue, Apple’s chief of services, said earlier this month that he believes AI devices could replace the iPhone within ten years.
While OpenAI works with Apple on an iPhone and Siri integration, Friar said the company still saw a need to have its own proprietary devices.
“We want to work with many partners. When we single-thread ourselves, we don’t think that drives max innovation,” Friar said. “We continue to work closely with Apple on their device, and we’d love to see more being done with AI — but we also want to keep sparking innovation broadly in the ecosystem.”
Friar hinted at new devices without touchscreens. She declined to give details around what exactly they might look like, pointing to the former Apple team’s secretive culture and “mystique” around products.
“As you birth this new era of AI, there’s going to be new platforms and new substrate,” she said. “We think of tech today as a little bit more around touch. We as humans, we see things, we hear things, we talk. And our models are great at that.”