Uber and Lyft see more demand with robotaxis. Here's what their CEOs say on a driverless future.

""The biggest scale operations that we've got are with Waymo in Austin and Atlanta," Khosrowshahi said during Uber's earnings call. "And what we are seeing is that those markets are growing faster than other US markets.""

""We like the economics of AVs a lot,""

""It's really, really hard to satisfy demand just with AVs anytime in the near future," he said. "There's just not enough supply in the world.""

Uber and Lyft are pursuing expanded robotaxi deployments via partnerships with Waymo and other autonomous-vehicle firms. Partnership structures will vary by market, creating different revenue and operating arrangements. Both companies report that rideshare demand is growing faster in markets where AVs are deployed, notably Austin and Atlanta. Executives describe economics of AVs as attractive but expect a long transition to primarily autonomous supply because current AV availability cannot meet total demand. Human drivers will continue to serve demand and provide complementary value as fleets become increasingly hybrid.

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