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Yehoshua Zlotogorski's avatar

Great post as always! I think it's interesting when looking at market share to extrapolate going forward. It's clear that today Waymo has a great market position, novelty value, and a unique value proposition vs. Uber and Lyft.

What's interesting in my opinion is thinking forward: how much of the market could they capture at their current price per mile, and what is the realistic path to bringing that cost per mile down, which is the true promise of autonomy in growing the market. Otherwise, this is all taking part of one pie from the high-end shared ride category.

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Greg Johnston's avatar

Wondering about the cost data, is it detailed by market. My experience with Waymo in the Phoenix market is it is significantly cheaper then Uber/Lyft options.

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