That's also when the partnership with Rivian really takes off. Uber clearly wants its own fleet of robotaxis; they already unsuccessfully burnt a lot of money on it years ago. Looks like they're content letting other companies take the risk while helping fund them.
It's hard to see how Uber is in any way relevant to the future of self-driving.
Uber also partners with Zoox and Lucid on self-driving, missing this wave may be an existential risk, so they aren't putting eggs in one basket. Nevermind a level of duress due to the Uber/Waymo partnership being (almost certainly) part of a settlement agreement regarding alleged IP theft from Google by way of Anthony Levandowki.
> ...they already unsuccessfully burnt a lot of money on it years ago
It was for the best; the Kalanick-era company culture wasn't (/isn't?) compatible with the levels of public trust required for successful self driving.