21–30 of 319 posts
Miami probably has some of the worst, most lawless drivers in the country — it's like a free-for-all out there. Makes me wonder if Waymo picked Miami as a kind of stress test for their self-driving tech. If they can handle the chaos there, they can probably handle just about anything.
Miami car insurance fraud rings are going to have a fun trying to trick Waymo into rear-ending them. Wonder if it will work.
I think the most interesting part is that the article says that Waymo's handing its operations to Moove. It seems like Waymo's trying to become a software provider while having other companies handle the capital-intensive parts.
Mother nature OS is by far the worst to develop for.
our service – which already provides over 150,000
trips per week across Phoenix, Los Angeles, San
Francisco, and Austin
I wonder how close they are to being profitable? As soon as they are getting close to being profitable, they will probably scale this up super fast.
I don't know how much Google invested into Waymo so far. Something like $10B?
If they at some point make $10 per ride, they would only need something like 50 million rides per year to justify that investment with a p/e ratio of 20.
To go from 8M rides to 50M in 5 years they would have to increase their capacity by 50% per year. Might be possible?
This is important if nothing else because Miami sees much more rain than SF and Phoenix: Miami: 57 in. ( https://www.ncei.noaa.gov/access/us-climate-normals/#dataset... SF: 25 in. ( https://www.ncei.noaa.gov/access/us-climate-normals/#dataset... ) Phoenix: 7 in. ( https://www.ncei.noaa.gov/access/us-climate-normals/#dataset... )
Jaguar discontinued the I-PACE and presumably does not manufacture them anymore. It must be the case that Waymo is cannibalizing their fleet capacity from other markets for every new city launch.
I wonder when they will be able to provide service in northern cities (that get snow). Once they can do that -- and (I guess) can prove profitable -- they could expand non-stop across the country.
Anyone know the timeline for Waymo expanding to northern areas outside urban centers? Or are these underserved populations forever stuck waiting hours for an Uber that still cancels half the time?
Removing the driver from a taxi doesn’t bring down costs that much. Self driving cars aren’t going to change the uber/taxi model at a fundamental level.
They have a finite fleet that they need to deploy. Urban centers mean that fleet utilization is high, and relatively less time and miles are spent driving with no one on board. In rural areas with little demand they will sit empty or have to drive empty for many more miles to their pickups. It just isn’t profitable to use your fleet that way no matter what you do.
I wonder when they will be able to provide service in northern cities (that get snow). Once they can do that -- and (I guess) can prove profitable -- they could expand non-stop across the country.
Anyone know the timeline for Waymo expanding to northern areas outside urban centers? Or are these underserved populations forever stuck waiting hours for an Uber that still cancels half the time?
I think the most interesting part is that the article says that Waymo's handing its operations to Moove. It seems like Waymo's trying to become a software provider while having other companies handle the capital-intensive parts.
I think the most interesting part is that the article says that Waymo's handing its operations to Moove. It seems like Waymo's trying to become a software provider while having other companies handle the capital-intensive parts.
our service – which already provides over 150,000 trips per week across Phoenix, Los Angeles, San Francisco, and Austin Interesting. That's about 8 million rides per year. I wonder how close they are to being profitable? As soon as they are getting close to being profitable, they will probably scale this up super fast. I don't know how much Google invested into Waymo so far. Something like $10B? If they at some point…