It’s been a while since I’ve seen updated Yipit market share data for San Francisco, so it was nice of Uber’s CFO, Balaji Krishnamurthy, to share the latest numbers on Twitter recently, even if he was doing it to roast me.
Nice explanation without descending into he said, she said. There are more changing variables for Waymo so difficult to compare Uber and Waymo in a meaningful way. Expansion to the East Bay very soon will make it even more difficult.
Excellent insights Harry. Another way to look at this would be the fleet economics - is an average Waymo car getting more utilization than a driver driven Uber? - this is the one thing investors will look at to see if AVs are a real promise
Nice explanation without descending into he said, she said. There are more changing variables for Waymo so difficult to compare Uber and Waymo in a meaningful way. Expansion to the East Bay very soon will make it even more difficult.
Excellent insights Harry. Another way to look at this would be the fleet economics - is an average Waymo car getting more utilization than a driver driven Uber? - this is the one thing investors will look at to see if AVs are a real promise