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Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

nytimes.com

21–30 of 383 posts

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#21
post #3

Undoubtedly the market for ride sharing built with autonomous vehicles will afford for multiple winners -- but this certainly looks like a strong contender for the first.

I think it will be a commodity market. Not excited as an investor, very excited as a customer though.

I agree. Ultimately no one is going to be able to produce and maintain a car cheaper than a car manufacturing company so I feel like the eventual "winner" is going to be someone either partnered with, or is, a car manufacturer.

Tesla is positioning itself super well for this. GM seems to be on its way as well especially with their past interest in Lyft?

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#23
post #19
post #18

Earlier quoted context omitted.

If Lyft had a black car option, I'd use them constantly; I wonder what keeps them from rolling that out.

Why do you need black cars specifically? More professional?

Not GP but I use them for clients.

For personal use I'd be fine with a rickshaw.

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#24
post #18

When I use lyft now, I'm coming across drivers that only drive for lyft. The tide has definitely shifted against Uber. I'm not really sure there's a way back at this point. The one advantage Uber had was network effect, but in my experience that has diminished. Lyfts come just as fast as Ubers now because they have enough drivers on the road to support the response time. I'll never go back to Uber.

If Lyft had a black car option, I'd use them constantly; I wonder what keeps them from rolling that out.

Try Lyft Premier: https://blog.lyft.com/posts/introducing-lyft-premier

Or do you explicitly want a black car...?

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#26
Uber and Lyft are pretty much the exact same thing in markets where both are available. hell, they even have the same set of drivers as many drivers sign on to both. I think time will prove that Lyft was quite undervalued compared to Uber, especially as autonomous vehicles hit the market.

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#27

I feel like Lyft is the underdog coming back to strike the killer blow to Uber... The year Uber has had I wouldn't be surprised to see them disappear altogether by 2018/2019. Lyft seems to be doing things a lot better, but helps that their CEO isn't out starting fires instead of putting them out.

I'd just like to point out that we really don't want to Uber to die. The market will be healthier if Uber and lift are both successful.

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#28
post #9

Earlier quoted context omitted.

> The major costs in taxi operation are fuel and humans. What about vehicles themselves?

It'd be a factor, but not a major one. Say you expect to spend $30,000 on the car and $20,000 on repairs over a lifetime of 10 years (that's probably well on the high side, say you picked out a shitbox that always breaks down). At $15/h wage and $50/week in petrol, running the car 40 hours a week (probably on the low side, a lot of taxi drivers I know have 2-3 drivers to a car and would run it more like 120 hours), y…

> It'd be a factor, but not a major one.

I disagree. I think it's going to be everything. Not because people are cheap but they're going to be eliminated in this space regardless (so it's not even an argument). A car manufacturer is going to have lower costs to making and maintaining a car than any non car manufacturer.

Every ride sharing service will eventually become driverless so car manufacturers will be able to provide an equivalent service at a lower price.

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#29
post #27

I feel like Lyft is the underdog coming back to strike the killer blow to Uber... The year Uber has had I wouldn't be surprised to see them disappear altogether by 2018/2019. Lyft seems to be doing things a lot better, but helps that their CEO isn't out starting fires instead of putting them out.

I'd just like to point out that we really don't want to Uber to die. The market will be healthier if Uber and lift are both successful.

Why? Are you thinking of competition in general? Because there is a lot of that in ride sharing just nothing as big as the two juggernauts in America.

Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars

#30
post #27

Earlier quoted context omitted.

I'd just like to point out that we really don't want to Uber to die. The market will be healthier if Uber and lift are both successful.

Why? Are you thinking of competition in general? Because there is a lot of that in ride sharing just nothing as big as the two juggernauts in America.

I think competition in general for self driving cars, not for ride sharing.
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