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If they were in all cities already Uber would be dead. But someone, either Uber or market is not even reacting to this inevitability?
by emilsedgh 2y ago
If they were in all cities already Uber would be dead. But someone, either Uber or market is not even reacting to this inevitability?
- AlexandrB 2y agoThe time horizon on Waymo getting there is quite long. Uber is in every city because they don't have to build and maintain their own fleet. Waymo will have to. That's not only a massive capital cost, but a substantial scaling problem.
- dylan604 2y ago[flagged]
- emilsedgh 2y agoI'm LA based and I witnessed them loading the entire city with Waymo cars in a span of two months. And no, I don't have stock and I was very skeptical of them being able to crack this but I was proven wrong in the past 2 months.
- duped 2y agoBecause there's two decades of revenue between that happening and today. It's far more likely that Uber buys Waymo than Waymo replacing Uber.