Indeed congested urban areas are their market. That's exactly why they are in two of the largest taxi markets (SF and LA) where it doesn't snow. I'm not sure a

Indeed congested urban areas are their market. That's exactly why they are in two of the largest taxi markets (SF and LA) where it doesn't snow. I'm not sure about barriers to entry lowering soon. First off, this is an incredibly hard problem no one else seems to have cracked (and even Waymo has a long way to go). Second, they could help influence regulation that requires extremely high safety records, mandatory sensors, etc. which could make it harder for others to compete. It's all very early though.