UBER as an autonomous vehicles play (or “Physical AI Hype Cycle” play)

How do people feel about UBER as an Autonomous Vehicles (AV) play? Or simply a stock that could rise in a "Physical AI" hype cycle? I'm a little confused by TSLA; simultaneously saying they're getting out of the vehicle space while still pursuing robotaxis? Then there's Waymo from Google. I'm sure there are others. Sorry if I'm conflating vehicle manufacturers with robotaxi service. Trying to get a handle on it.

Seems like UBER can benefit from AV vehicle development regardless of which manufacturer succeeds; because who's going to download a separate app to hail Tesla, Waymo, and other robotaxis? Some might, but people tend to be lazy (self included).

As a consumer, I'd prefer to continue using UBER since it's an app I already have installed; and it would be interesting to see what robotaxi vs. human driver taxis cost. I also have the Lyft app, and I do often still check it to see which platform my ride would be cheapest on for any given trip. Don't want to add a third or fourth app. Maybe I've torpedoed my "argument" (such as it is) by admitting to already checking two apps.

I've heard Jensen pushing "Physical AI" as the next big thing after LLMs and I'm wondering if UBER may suddenly becoming a stock darling if Physical AI becomes a new mania.

Also wondering about car ownership and shifting demographics. Many young people don't bother learning how to drive. AVs could fix that, but haven't they become accustomed to not having car loans?

UBER doesn't seem well-loved right presently which is why I'm wondering if now might be an opportune buying time. Anything in the fundamentals or valuation that would give anyone pause?