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Hochul Withdraws Plan to Permit Commercial Robotaxis, Stalling Waymo’s New York Expansion
New York’s governor retracted a proposal that would have opened state areas outside NYC to paid robotaxi services, a setback for companies such as Waymo. The move keeps testing in the city intact but strengthens labor and safety obstacles to near-term commercialization.

German regulator fines Amazon €70 million and orders end to pricing controls
Germany’s competition authority has concluded that Amazon unlawfully influenced third-party seller pricing and has imposed a roughly €70 million fine while requiring the company to stop its pricing-control practices. The ruling forces Amazon to change contract terms and creates a precedent tightening antitrust scrutiny of dominant online marketplaces across Europe.

Dutch Court Finds Uber Drivers Are Independent Contractors, Not Employees
A Dutch court has ruled that Uber drivers in the Netherlands should be treated as independent contractors rather than employees. The decision narrows the scope of employer responsibilities for platforms but leaves unresolved questions about social protections and regulatory responses across Europe.

China regulator summons Alibaba, Douyin and Meituan over aggressive promotional practices
China's market regulator summoned Alibaba, ByteDance's Douyin and Meituan to curb aggressive discounts and algorithm-driven escalation. Separately, Meituan told investors it expects a substantial loss in 2025 — a sign that prolonged subsidy battles are already weighing on profitability and could amplify the regulator's case.

Apple and Google Commit to App‑Store Overhaul After UK Regulator Steps In
Britain’s competition authority has secured binding commitments from Apple and Google to make their mobile app marketplaces more transparent and to open selected platform capabilities to outside developers. The move aims to boost competition and developer choice, but its real effect will hinge on how the changes are implemented and enforced without undermining user safety.

Uber posts modest Q4 upside as delivery surges and AV plans expand
Uber slightly beat revenue estimates for the December quarter and reported adjusted EPS in line with expectations, but shares fell as investors weighed profitability and accounting headwinds. Management also signaled a governance and execution push for its robotaxi strategy — appointing a new CFO, striking tranche‑based financing deals with AV suppliers, and moving toward continuous public AV operations in select cities while targeting broader rollouts this year.

Uber Moves to Commercial Robotaxi Operations in Hong Kong, Madrid, Houston and Zurich
Uber plans to begin customer-facing autonomous ride-hail services in four cities — Hong Kong, Madrid, Houston and Zurich — marking a shift from pilots to sustained commercial operations while layering in OEM integrations and third‑party financing deals. The company’s broader push comes as it tightens capital oversight after a quarterly earnings miss and a new finance leadership appointment meant to reconcile near‑term profitability pressures with heavy AV investment commitments.

Grubhub Eliminates Fees on Orders Above $50 to Drive Bigger Baskets
Grubhub will waive transaction fees for customer orders exceeding $50, a tactical move to stimulate larger orders and sharpen its competitive stance in food delivery. The change shifts short-term revenue dynamics but may increase order value, boost restaurant partner satisfaction, and strengthen Grubhub’s market position if volume rises enough to offset lost fees.