Earlier quoted context omitted.
> Why wouldn't they just take a taxi driven by a human? Because the humans in New York, Phoenix, Los Angeles and San Francisco frequently cancel rides, get lost, drive unsafely, pitch me on their religion and smell. (They also must be tipped, at which point the Waymo is the same price or cheaper than the human-driven ride.) When I have the option of a robotaxi, I pay a premium for it. It’s novel. It’s fun. But most i…
I'm sitting in the back of a Lyft car right now... I had to prompt the driver via a phone call to actually try to pick me up at the designated airport pickup spot (you know, where the app has me go), he spent 10 minutes trying to get out of the airport parking lot because he didn't seem to have a ticket, and now his constant pumping of the gas peddle in the sluggish Los Angeles traffic is challenging even my ironclad…
This caused them to increase the driver pool beyond the point of competence. That, in turn, required degrading customer service to the point that if I actually need help I have to use the flow that says I was in an accident or raped.
Waymo is neat as a robotaxi. But the reason it wins is they seized the nationwide premium market, a beachhead Uber (and paradoxically also Lyft) left undefended.