3 ms·

Sure. Can you describe what leverage Uber actually has in those partnerships? That's a deal of convenience for Waymo, trading a bit of margin for some velocity.

Sure. Can you describe what leverage Uber actually has in those partnerships? That's a deal of convenience for Waymo, trading a bit of margin for some velocity. It (or similar deals) are downright existential to Uber.

chipgap98 2y ago
Uber is acting as an aggregator for all types of rides. Customers have the direct relationship with Uber. Unless Waymo completely runs away with autonomous driving then I think Uber has a lot of leverage.
- throwaway48476 2y ago
  It's been a few years and so far no one but waymo is offering public rides. If there are fast followers they need to launch soon.
- wbl 2y ago
  Waymo already has an app.
- sorcerer-mar 2y ago
  I would bet it takes literally one ride in a Waymo for 90%+ of users to be ready to download a different app to access that service again, if Waymo and Uber were to part ways. Uber is buying time, Waymo is buying velocity
  - chipgap98 2y ago
    I think it is likely that people order Waymo's through Uber in the future
    - sorcerer-mar 2y ago
      That's exactly what we're talking about... that's already happening and probably will continue to happen for as long as it's convenient for Waymo. Margin will never accrue to Uber in that relationship because they have no leverage.
- JumpCrisscross 2y ago
  Waymo has shown itself more than capable of going D2C [1]. It’s actually the one case where Google’s customer service beats the competition’s. Waymo customer service is still somewhat trash. But you need it so infrequently compared with Uber, and Uber and Lyft somehow manage to make Google look like a people company, that I find myself almost exclusively taking Waymo when I’m in a city where it is an option. (Via the Waymo app.) [1] https://x.com/aleximm/status/1867257473671082356 https://x.com/aleximm/status/1867257473671082356
  - scarface_74 2y ago
    Wow one whole city of tech bros? I was able to get an Uber in Manuel Antonio Costa Rica coming from an airport whose terminal is literally a hut (https://en.wikipedia.org/wiki/Quepos_La_Managua_Airport https://en.wikipedia.org/wiki/Quepos_La_Managua_Airport). There is a reason even taxi companies are now partnering with Uber in places like DC. I travel a lot between business (not as much now) and personally. I know I can land in any airport domestically and most airports internationally and can get a ride on Uber and with surge pricing someone will usually pick me up. It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand.
    - JumpCrisscross 2y ago
      > It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand Sure. Waymo can absorb the usual base load. Uber and Lyft can be peakers. This is how it works in Phoenix, LA and Miami, cities one can’t dismiss as cities “of tech bros,” I assume, given during peak hours the wait time surges to 30+ minutes.
n_ary 2y ago
Uber probably has legal framework of operation, ability to quickly obtain permits for autonomous testing, local political connections, special ability to gather roads, traffic, mapping data and overall support with rapid deployment. For waymo to get into a new location/country, establish their presence, navigate the political and regulatory landscape etc will take very long and many difficult hurdles.
- delfinom 2y ago
  Waymo has papa Google, Google Maps already has location and traffic data in excess of Uber. They don't just randomly color traffic lines in Google maps.
- sorcerer-mar 2y ago
  I doubt it. Uber is a 1000x more toxic brand to regulators than Waymo is. And I don't think Uber's maps mean anything to Waymo, though would be curious if someone else has direct insight into why they would.
scarface_74 2y ago
Customers???

chipgap98 2y ago

Uber is acting as an aggregator for all types of rides. Customers have the direct relationship with Uber. Unless Waymo completely runs away with autonomous driving then I think Uber has a lot of leverage.

throwaway48476 2y ago
It's been a few years and so far no one but waymo is offering public rides. If there are fast followers they need to launch soon.
wbl 2y ago
Waymo already has an app.
sorcerer-mar 2y ago
I would bet it takes literally one ride in a Waymo for 90%+ of users to be ready to download a different app to access that service again, if Waymo and Uber were to part ways. Uber is buying time, Waymo is buying velocity
- chipgap98 2y ago
  I think it is likely that people order Waymo's through Uber in the future
  - sorcerer-mar 2y ago
    That's exactly what we're talking about... that's already happening and probably will continue to happen for as long as it's convenient for Waymo. Margin will never accrue to Uber in that relationship because they have no leverage.
JumpCrisscross 2y ago
Waymo has shown itself more than capable of going D2C [1]. It’s actually the one case where Google’s customer service beats the competition’s. Waymo customer service is still somewhat trash. But you need it so infrequently compared with Uber, and Uber and Lyft somehow manage to make Google look like a people company, that I find myself almost exclusively taking Waymo when I’m in a city where it is an option. (Via the Waymo app.) [1] https://x.com/aleximm/status/1867257473671082356 https://x.com/aleximm/status/1867257473671082356
- scarface_74 2y ago
  Wow one whole city of tech bros? I was able to get an Uber in Manuel Antonio Costa Rica coming from an airport whose terminal is literally a hut (https://en.wikipedia.org/wiki/Quepos_La_Managua_Airport https://en.wikipedia.org/wiki/Quepos_La_Managua_Airport). There is a reason even taxi companies are now partnering with Uber in places like DC. I travel a lot between business (not as much now) and personally. I know I can land in any airport domestically and most airports internationally and can get a ride on Uber and with surge pricing someone will usually pick me up. It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand.
  - JumpCrisscross 2y ago
    > It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand Sure. Waymo can absorb the usual base load. Uber and Lyft can be peakers. This is how it works in Phoenix, LA and Miami, cities one can’t dismiss as cities “of tech bros,” I assume, given during peak hours the wait time surges to 30+ minutes.

n_ary 2y ago

Uber probably has legal framework of operation, ability to quickly obtain permits for autonomous testing, local political connections, special ability to gather roads, traffic, mapping data and overall support with rapid deployment. For waymo to get into a new location/country, establish their presence, navigate the political and regulatory landscape etc will take very long and many difficult hurdles.

delfinom 2y ago
Waymo has papa Google, Google Maps already has location and traffic data in excess of Uber. They don't just randomly color traffic lines in Google maps.
sorcerer-mar 2y ago
I doubt it. Uber is a 1000x more toxic brand to regulators than Waymo is. And I don't think Uber's maps mean anything to Waymo, though would be curious if someone else has direct insight into why they would.

scarface_74 2y ago

Customers???