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I've not been bearish on rideshare, but Waymo is operating in the greater Phoenix area: https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html ht
by jseliger 3y ago
I've not been bearish on rideshare, but Waymo is operating in the greater Phoenix area: https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html https://waymo.com/blog/2023/05/waymo-one-doubles-service-are... and that seems like the biggest medium-term threat. It's so good!
- MichaelNolan 3y agoIt wouldn’t surprise me if Waymo/google decide they just want to remain on the tech side, and avoid all of the headaches that the operations side brings. Waymo and Uber have a partnership. Soon in Phoenix, when you call an Uber, you might get a waymo car. We might see a three group market: Waymo, Cruise, etc provide the driver. Uber, Lyft provide the platform. Hertz, Avis, Enterprise manage the physical cars/cleaning/etc. https://waymo.com/blog/2023/05/waymo-and-uber-partner-to-bring-waymos.html https://waymo.com/blog/2023/05/waymo-and-uber-partner-to-bri...