There is likely not a better company at optimizing processes than Alphabet. This is all about squeezing out more of the 1440 minutes in the day per car to improve unit economics. The new Zeekr CM1e should be able to extract 2-3 more rides per day. Simply better battery economics and no answer in the US market that is comparable for now.
Very interesting seeing how this evolves. I think you're right that this is confirmation that utilization is key for their business models... to me this reinforces the idea that they'll have to partner with a demand aggregator like Uber if they want to maximise profit. In any case, thanks for your work, its very interesting and very helpful!
There is likely not a better company at optimizing processes than Alphabet. This is all about squeezing out more of the 1440 minutes in the day per car to improve unit economics. The new Zeekr CM1e should be able to extract 2-3 more rides per day. Simply better battery economics and no answer in the US market that is comparable for now.
Yea it's interesting to see Waymo start to look at ways to improve unit economics and utilization.
I am sure we will see similar agreements as in Phoenix to add some incremental business into other markets.
Very interesting seeing how this evolves. I think you're right that this is confirmation that utilization is key for their business models... to me this reinforces the idea that they'll have to partner with a demand aggregator like Uber if they want to maximise profit. In any case, thanks for your work, its very interesting and very helpful!
Hahaha the free extra time tips are great. I’ll have to keep those in the back pocket.
Lol. The nice thing is that Waymo can't really get rid of these since then it's a bad product experience for the legitimate uses of them :)