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We are a few months away before Uber + Lyft start to get fucked up by Waymo https://t.co/fhP1d06TU9
Waymo's market share is now equal to Lyft within SF. Incredible.
Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing.
You need a minimum network size, but once you have that, there are diminishing returns. In each geo, Uber an... See more
Google’s self-driving car project Waymo has started collaborating with Lyft to create self-driving cars,[926]
Aditya Agashe • Swipe to Unlock: The Primer on Technology and Business Strategy (Fast Forward Your Product Career: The Two Books Required to Land Any PM Job)
While SF politician @AaronPeskin keeps trying to ban autonomous vehicles, Swiss Re—one of the world’s largest reinsurers—benchmarked Waymo’s data against 125B miles of human driving.
tldr, AVs *much* safer and easier to insure than humans:
> at least 300% safer than human drivers for bodily ... See more
Waymo is still good at avoiding serious distraction and death after 56.7 million miles
theverge.com
Waymo's rides have ramped way faster in Austin than prior city launches.
By the end of its first month, Waymo facilitated ~20% of Uber rides within its Austin operating zone.
Two key differences vs earlier city launches:
1. No waitlist or slow roll. Waymo is launching with mor... See more