The Ledger
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Friedberg notes Waymo captured 22% of the San Francisco rideshare market
“Waymo launched in SF in August, 20, 23 in kind of an open market way. Uber and Lyft were 66 and 34% market share at the time. And in 15 months in November of 2024, Waymo is now a 22% market share of rides in SF, which is the same as Lyft and Uber is now down t…”
Mawakana: Cruise safety incident led to more AV scrutiny in SF
“It definitely led to more scrutiny in San Francisco because there was already an active and continues to be a fairly active voice against technology in San Francisco”
Chamath: Waymo vehicles run AI models entirely on-board without remote POPs
“I talked to Takedra. And what's interesting is the Waymo approach is they don't need pops anywhere because all of the models are on board. So these things go fully autonomous units out into the wild. They can make every decision themeselves. They have the lida…”
Friedberg: Waymo is completing 250,000 rides per week across four cities
“250,000 rides a week now, growing like crazy, and they're only like four cities.”
Mawakana: Waymo drives more in a week than a human in a lifetime
“The, you know, we drive in a week more than a human drives in a lifetime.”
Mawakana: Waymo completes over 100,000 paid rides weekly
“It's completely true. And it's over a 100,000. Per week, yeah.”
Chamath: Waymo is about to hit 250,000 daily autonomous miles
“I think the amount of miles driven per day by Waymo is about to pass 250,000.”
Waymo driverless rides are currently active on Uber in Austin and Atlanta
“Waymo, Waymo is working with us now in Austin and Atlanta. So in Austin and Atlanta, if you're using Uber, ah, you can be picked up, ah, with a Waymo.”
Mawakana: Waymo has operated 24/7 driverless ride-hailing since 2020 in three markets
“A lot of people don't realize we've had a 24 seven ride hailing service around the clock. It was in 2020 during COVID though. That we removed the driver from behind the wheel. So we have the WeMo driver that's driving the vehicles at all time, but there's no h…”