Earlier quoted context omitted.
In my mind, it would be controlling both pricing and geographic allocation of resources in a market-driven way. The idea is to be a strategy for efficiently rolling out the service at scale in a way that distributes the risks and profits, like how Uber and Lyft grew by outsourcing to independent drivers rather than buying a bunch of cars and hiring a bunch of drivers in particular locations. I don't know how the numb…
My hypothesis is that in the early days the key to success for robotaxi service companies is going to be safety and consistency, in order to convince regulators that huge fleets of robotaxis are safe. "Early days" doesn't just mean the current technical workup period -- it also covers the time period where robotaxi services start to eat into the market for privately-owned cars. That's the point where you'll see the h…
Re: Yes, there are more driverless Waymos in S.F
#61That makes sense, I could definitely see things play out that way too.