Anthropic’s partner program shows an AI services economy forming around integration, certification and enterprise deployment, not only model subscriptions.
Uber’s Rivian and Pony.ai deals show a robotaxi strategy built around demand, payments and partnerships rather than one in-house autonomous-driving stack.
Walmart’s million-delivery milestone shows where drones fit best today: small, urgent local orders. The planned network is expanding, but it is not a replacement for every van route.
Amazon’s million-robot milestone shows automation changing work rather than producing one simple employment outcome. Some tasks disappear while technical roles grow.
Waymo’s February 2026 funding round highlights the business behind the empty driver’s seat: vehicles, factories, fleet operations and expansion.
