Waymo launches in Silicon Valley, seems crazy that AVs still don’t have autonomous charging, and why you shouldn’t mistake ridehailing for AV ridehailing
Loved the scaling supply-demand graphic - being a part of the ex-ATG fraternity, I can attest that networking effects of similar AV tech companies will drive the collective progress for Waymos of these times.
Fragmentation benefits Uber. Don't you think this also hurts waymos short to medium term prospects? But if they scale quickly and improve tech/lower costs I think it puts them in a better position to dominate all personally owned vehicles which is the 100x TAM.
Loved the scaling supply-demand graphic - being a part of the ex-ATG fraternity, I can attest that networking effects of similar AV tech companies will drive the collective progress for Waymos of these times.
Fragmentation benefits Uber. Don't you think this also hurts waymos short to medium term prospects? But if they scale quickly and improve tech/lower costs I think it puts them in a better position to dominate all personally owned vehicles which is the 100x TAM.
Great Newsletter as always, Harry!
I don’t believe it