Key Takeaways Shares of Uber and Lyft jumped on Friday after Tesla's introduction to its new robotaxi failed to live up to ridesharing investors' fears.Analysts noted Tesla's much-anticipated event was light on details about the rollout of a ridesharing app that would compete with Uber or Lyft,

Tesla’s disappointing Robotaxi event highlighted how late the company is to the autonomous-vehicle race, leaving the door wide open for its competitors.

Tesla’s Robotaxi event should raise the profile of self-driving technology. That can benefit shares of other companies investing in or adopting robotaxis. Uber is one of those potential beneficiaries,