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How Waymo outlasted the competition and made robo-taxis a real business

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Re: How Waymo outlasted the competition and made robo-taxis a real business

#51
post #50

Earlier quoted context omitted.

How much does the average trip go for distances such as your use case?

On average, within SF (say, a 3-4 mile trip), is typically ~$20. Peak times on Friday or Saturday evenings can definitely exceed $35, but I've yet to have any ride go above $50.

Does it matter if you enter with multiple people? Does the charge go up (whereas Uber/Lyft grants you 3+ seats by default)?

Re: How Waymo outlasted the competition and made robo-taxis a real business

#52
post #6

Robotaxis are "a real business"? Maybe in the future, but not yet. From the article: > But even the most bullish believers in autonomous transportation acknowledge the tech still has a ways to go before it’s reliable enough for widespread deployment on U.S. roads.

Does a business have to be widely deployed or profitable to be real? The public and private capital markets say "no". If you were to ignore any business that isn't widely available you'd miss the beginning of both Apple and Facebook. Waymo is a real business serving 50,000 rides each week delivering paying customers to their destination. If you haven't tried it yet, the product is amazing. Private, doesn't cancel, sa…

How many humans are involved in this so-called driverless service? Waymo won’t say, but Cruise admitted [1] that about 1.5 people were actively monitoring and ready to take over control for every Cruise car. That’s not a sustainable business.

How much money is Waymo bleeding every quarter? Maybe the investors don’t care, but it’s relevant if you want to call it a real business.

[1] https://news.ycombinator.com/item?id=38145997

Re: How Waymo outlasted the competition and made robo-taxis a real business

#55
post #3

I just left a version of this in another thread—I live in Phoenix and now take Waymo regularly, and it seems like we're close to a world in which most people take self-driving cars most of the time, crash rates plummet, and these kinds of articles come to resemble articles from 1910 about horse-related problems. Humans suck at driving: https://jakeseliger.com/2019/12/16/maybe-cars-are-just-reall... Waymos avoid many…

Maybe if you're under 25 and have always lived in a dense city this seems like a valid take. Taxis aren't new, they have always existed. Just because they're driven by computers now isn't going to magically change all the reasons that people didn't use them before (hint: it wasn't because they were driven by humans).

No one with kids wants to ride in taxis with kids all the time. Ditto for anyone with hobbies that require transporting large things, like kayaks, bikes, etc. Or people with large pets. Or grocery shopping for more than 1-2 people. Or any of the dozens of other conveniences that Americans have come to expect from owning a car over the past century.

Re: How Waymo outlasted the competition and made robo-taxis a real business

#56
post #21

Earlier quoted context omitted.

They are here in the Phoenix area too and I have not seen and issues with them. However, we are blessed by sunny weather 99% of the time. I think the biggest challenges will be having them drive in adverse weather conditions present throughout the rest of the country, such as blizzards, hail, torrential rain, dense fog.

Oh they have issues. Waymos are super janky when they are in parking lots, often just sitting in the middle of the driving lane waiting for their fare. I dont think they know how to park in a lot correctly. It is also funny to watch them get stuck behind busses, having followed too close to safely go around them when the bus stops to pickup/dropoff. Also Ive seen multiple instances of them trying to turn left on red…

Interesting, as a cyclist Waymos have always been very aware of me and usually slow down for me if I've taken the lane, and stop for me if it's starting to move after picking up someone but sees me pass. I wonder if their training set doesn't have enough skateboarders.

Re: How Waymo outlasted the competition and made robo-taxis a real business

#57
post #3

I just left a version of this in another thread—I live in Phoenix and now take Waymo regularly, and it seems like we're close to a world in which most people take self-driving cars most of the time, crash rates plummet, and these kinds of articles come to resemble articles from 1910 about horse-related problems. Humans suck at driving: https://jakeseliger.com/2019/12/16/maybe-cars-are-just-reall... Waymos avoid many…

I've said this on HN before as well, but I've turned into a full-on Waymo evangelist (Los Angeles user here). Couple of things to add to Jake's comment... The driving experience itself is on par with the "best" drivers I've ever ridden with (things like stopping at actual stop signs, for instance, and not racing from one traffic light to the next, and being courteous to bikes and pedestrians), not to mention just the…

Honest question out of curiosity, since you seem genuine and open to discussion…

I agree with all of your points about Waymo vs. Uber-like ridesharing—the average Uber ride is so much less safe that it’s hard to argue for.

But I also agree with your aside about the growing isolation of society—the longer term implications of every event, meal, and errand being separated by autonomous journeys are staggering.

So the question is, how do the societal isolation factors play into your decision making? (Honest question, not a gotcha, I’m curious how others think about these tradeoffs.)

Re: How Waymo outlasted the competition and made robo-taxis a real business

#58

Earlier quoted context omitted.

I've said this on HN before as well, but I've turned into a full-on Waymo evangelist (Los Angeles user here). Couple of things to add to Jake's comment... The driving experience itself is on par with the "best" drivers I've ever ridden with (things like stopping at actual stop signs, for instance, and not racing from one traffic light to the next, and being courteous to bikes and pedestrians), not to mention just the…

Honest question out of curiosity, since you seem genuine and open to discussion… I agree with all of your points about Waymo vs. Uber-like ridesharing—the average Uber ride is so much less safe that it’s hard to argue for. But I also agree with your aside about the growing isolation of society—the longer term implications of every event, meal, and errand being separated by autonomous journeys are staggering. So the q…

How is that different than if you were driving yourself?

Re: How Waymo outlasted the competition and made robo-taxis a real business

#59

Earlier quoted context omitted.

I've said this on HN before as well, but I've turned into a full-on Waymo evangelist (Los Angeles user here). Couple of things to add to Jake's comment... The driving experience itself is on par with the "best" drivers I've ever ridden with (things like stopping at actual stop signs, for instance, and not racing from one traffic light to the next, and being courteous to bikes and pedestrians), not to mention just the…

Honest question out of curiosity, since you seem genuine and open to discussion… I agree with all of your points about Waymo vs. Uber-like ridesharing—the average Uber ride is so much less safe that it’s hard to argue for. But I also agree with your aside about the growing isolation of society—the longer term implications of every event, meal, and errand being separated by autonomous journeys are staggering. So the q…

Uber sometimes offers a service called UberPool where you share the car with another passenger in order to save money right? Couldn't Waymo do the same?

Re: How Waymo outlasted the competition and made robo-taxis a real business

#60
post #35

Earlier quoted context omitted.

> How much does the average trip go for distances such as your use case? They seem to undercut Uber and Lyft by a hair. Given the longer wait times, and lack of a need to tip, that seems fair. (In San Francisco, they undercut by a wider margin. But human ride shares are more expensive there for a variety of reasons.)

That's not my experience. I've rarely seen a comparably priced ride. They're usually at least 50% more expensive than Uber or Lyft.

Why is that? Waymo has lower labor costs right?
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