In today’s multi-billion dollar age S&P500 companies, some may not take this into account Uber technologies (NYSE:UBER) for a giant. After all, its market capitalization is “only” $150 billion.

However, its dominance is unquestionable – in the last quarter of 2025, over 200 million monthly users made over 40 million trips a day via this platform.

But looking to the future, Uber is taking steps that could make it an even bigger business…

Creating super apps

Starting as a ride-sharing app, Uber has expanded into food delivery and freight. Basically moving things from point A to point B.

However, over the last few years, it has successfully added more services to its app. For example, I used it before Railway line book train tickets. But now I utilize Uber for this purpose because I get Avios points when I book.

My loyalty is also maintained by my Uber One subscription, which was used by over 46 million users at the end of 2025. This gives me free or discounted delivery on orders from most restaurants and stores. I utilize it as such Just eat much less common now.

This week, the company announced a partnership with Expedia offering in-app hotel bookings and expanding travel services. Expedia serves over 700,000 properties worldwide, so this could be a gigantic deal.

I am currently using Reservation.com for hotels. Would I consider switching to Uber in the future? Well, I could, like “Uber One members will receive 10% Uber One Credit back on all hotel bookings and save at least 20% on a continuously updated list of over 10,000 hotels worldwide“.

CEO Dara Khosrowshahi says there are too many apps and Uber wants to supportpeople get their time back“.

In other words, why bother using Trainline for trains and coaches, Skyscanner for flights, bookings or Airbnb for hotels and holiday rentals, Deliveroo for food delivery, when can I just utilize Uber for everything?

The company also wants people to shop online using the app.

Uber is becoming the app for everything – helping people travel, get information, and now travel – all in one place.
Dara Khosrowshahi

Is Robotaxis a threat or an opportunity?

While this sounds electrifying – and I really think the long-term growth potential here is very significant – robotics does pose a threat. Leaders like Tesla and Waymo have gigantic plans to expand autonomous taxis, and they don’t necessarily involve Uber.

To counteract this threat, the company is rapidly signing partnerships with manufacturers of autonomous vehicles (AV). Uber’s incentive to make robotaxis a commoditized service is obvious and necessary.

However, I have some concerns as the company has committed $10 billion to purchase Robotaxis for its network and take significant stakes in various AV companies.

This is potentially a departure from the capital conservation model, which could pose a risk to long-term profit margins.

Am I worried?

On the other hand, driverless taxis could significantly reduce Uber’s costs. I still believe the company has a good chance of becoming the world’s largest AV tour operator by 2029.

As a shareholder, I’m not too worried yet.

Since November, the stock is down 26%, giving it a forward earnings multiple of 22. Given the super app potential, I think Uber is worth considering today at around $74.