Waymo and Uber partner to bring autonomous driving technology to Uber
1–10 of 399 posts
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#2This is fascinating, obviously it makes a tonne of sense for uber as a platform to offer waymo's autonomous vehicles. The first question I had though was "who extracts value here". Does Waymo get to demand human-driver level prices and therefore capture loads of value or does Uber actually capture the value because they're where the customers are. But then I realised... it doesn't matter. Waymo is part of Alphabet, and Uber is sitting at around a $70Bn market cap, surely if this is starting to show signs of success Alphabet just swoops in and buys up Uber, vertically integrates, gets a great platform, great customer base, has all the customer service infra that google sucks at and they just slowly phase out the human drivers by rolling out autonomous vehicles as they're legalized in each jurisdiction.
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#3Alphabet investment synergy potential is high.
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#4This seems to leave Lyft in a bad spot?
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#5old enemies coming together, they must be out of options
https://techcrunch.com/2019/08/27/anthony-levandowski-former...
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#6This is fascinating, obviously it makes a tonne of sense for uber as a platform to offer waymo's autonomous vehicles. The first question I had though was "who extracts value here". Does Waymo get to demand human-driver level prices and therefore capture loads of value or does Uber actually capture the value because they're where the customers are. But then I realised... it doesn't matter. Waymo is part of Alphabet, a…
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Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#7This is fascinating, obviously it makes a tonne of sense for uber as a platform to offer waymo's autonomous vehicles. The first question I had though was "who extracts value here". Does Waymo get to demand human-driver level prices and therefore capture loads of value or does Uber actually capture the value because they're where the customers are. But then I realised... it doesn't matter. Waymo is part of Alphabet, a…
Alphabet has a large stake in Uber. They don’t need to own it outright to realize huge returns.
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#8This seems to leave Lyft in a bad spot?
This won't be in widespread use for quite a while. Places with weather still aren't great candidates for Waymo.
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#9If I can't bike or bus it, taxis paid with cash is still my first preference.
Re: Waymo and Uber partner to bring autonomous driving technology to Uber
#10This is fascinating, obviously it makes a tonne of sense for uber as a platform to offer waymo's autonomous vehicles. The first question I had though was "who extracts value here". Does Waymo get to demand human-driver level prices and therefore capture loads of value or does Uber actually capture the value because they're where the customers are. But then I realised... it doesn't matter. Waymo is part of Alphabet, a…
Alphabet has a large stake in Uber. They don’t need to own it outright to realize huge returns.
Sure, but there's massive advantages to bringing it in house. The only reason I could see for them not doing it is that as autonomous vehicles are deployed widely there's going to be a massive backlash from current uber drivers and strategically it might be good for Alphabet to be able to use Uber as a heat shield.