Waymo in Podcasts
companyAmerican technology company specializing in autonomous vehicle technology and self-driving systems.
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Yeah, we just wrote about Waymo and how the Waymo safety data is actually really, really impressive when you look at it, especially when you compare it to human drivers.
That's one of the reasons I think we should talk about Waymo more is they are throwing things at the wall and seeing what sticks.
And Waymo's robotaxis are actually just exclusively available for booking via the Uber app.
So Waymo directly competes with Uber and Lyft in some cities where they're operating their own ride-hailing service through the proprietary Waymo One app.
And I do think a company like Waymo clearly has a disruptive element to its business, but I don't think we suddenly see it replace the use cases that we know companies like Uber and Lyft for.
Uber and Lyft both are kind of doing some similar things for Waymo in some cases in the cities where they're partnering, where there's going to be an owner of 10, 20, 100 vehicles.
I mean, we've talked a lot, of course, about Waymo and what their business model could be and looks like.
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