What changed
Amazon and Uber said Thursday that US Prime members can order via a new Uber Eats experience within Amazon's app and website. The setup lets members place food orders without leaving Amazon or opening an Uber account.
If a takeout order is at least $25 and placed through that Amazon integration, the Uber delivery fee is waived. The arrangement also lets Uber reach Amazon's very large base of paying Prime customers.
Why it matters now
The timing follows DoorDash's agreement to buy Instacart, a move pitched against Amazon and Walmart as they expand online grocery. Bloomberg reported Uber had explored an Instacart deal earlier but pulled back.
DoorDash shares slid as much as 14 percent after the open on Thursday, the steepest intraday drop since Nov. 6, 2025. Uber fell up to 2.5 percent and Amazon declined 3.8 percent, with those moves more aligned with a broader S&P 500 dip.
When everyday services start to connect, investors can benefit from adapting with smarter tools. We're hosting our first ever investor livestream on 11/17 to show you how to use ChatGPT and Claude to invest like a pro, hosted by Briefs Finance CEO Jaspreet Singh. Save your seat.
What Prime members should know
Amazon said this new setup replaces its previous arrangement with Grubhub. The company added that Grubhub+ will no longer be an ongoing Prime benefit after Thursday.
A US Prime plan runs $139 per year and includes shipping discounts and access to the company's video streaming service, among other perks. Uber already uses Amazon's custom chips and cloud services to run ride hailing and food delivery.
The bottom line for investors
Amazon gets a fresh retention hook, Uber taps a massive demand funnel, and DoorDash faces a stronger pairing in local delivery. One more note on terms: Uber did not comment on commercial details, including whether any referral fees go to Amazon for orders initiated on its site.
Using AI thoughtfully can help investors gain a subtle but lasting information advantage. On 11/17, our CEO Jaspreet Singh goes live for our first ever investor livestream on how to use ChatGPT and Claude to invest like a pro. Register to join him.
