David Risher
speaker
307 appearances
4 recordings
1 series
first heard Apr 2026
last heard 7 Aug
David Risher’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Aug 2026 with 1.
Appearances
Yeah.
So, you know, our industry has gone through a big transformation and it is the sort of bringing on of these self-driving vehicles.
Waymo, of course, is the market leader in that.
Anytime you see a transformation like this, one or two things can happen.
You can either see sort of a substitution or you can see a market expansion.
And in this case, we're seeing a market expansion.
And it's not that surprising.
When people take self-driving cars, they tend to like them a lot.
They're a very reliable product.
They're a nice private product, so you feel like you could have a private conversation.
But at the same time, it doesn't seem to take away from people's interest in being driven by humans who can help with luggage or have a good conversation.
So it really is accretive.
So interesting.
Yeah.
Yeah, and I think this is such an interesting thing that's going to play out.
My expectation over time is what will dominate will be the market expansion.
And again, the reason is sort of simple.
You have a cool new product coming onto an existing platform.
And what we believe, the hybrid network, which is human-driven cars plus AVs, really kind of creates the best possible outcome for everyone.
But we'll all have to see how that works.
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