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Alphabet’s Waymo unit will deploy a new autonomous vehicle designed specifically for robotaxi use, offering public rides in California and Arizona without human supervision. Ed Ludlow has more

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Bloomberg

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Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.
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The countdown is on, Austin 🤠🤖🚘! Waymo autonomous rides are arriving soon — only on Uber. Starting today, Austin customers can open the Uber app and join the Interest List to get updates from Uber and increase their chances of being matched with a Waymo autonomous vehicle at launch. Tap our link in bio to learn more.

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Scottsdale, Arizona- Waymo vehicle illegally crosses double yellow and strikes horrified victim. Then it started driving again, smashing more of the struck vehicle. The reason for this particular story? We’ve learned that police in Arizona do not issue tickets or fines when Waymo vehicles are at fault in an accident. Is this the correct police response? America’s number one safety expert in the category of autonomous vehicles Dan O'Dowd has responded to this critical safety failure with the following statement- ‘Tesla bad’
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One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."
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Waymo is coming to SFO! The airport has approved a pilot permit to begin autonomous rides. This rollout will happen in phases—and we’ll keep you updated every step of the way until anyone can request a Waymo ride right from San Francisco International Airport (SFO) ✈️.
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Waymo is coming to SFO! The airport has approved a pilot permit to begin autonomous rides. This rollout will happen in phases—and we’ll keep you updated every step of the way until anyone can request a Waymo ride right from San Francisco International Airport (SFO) ✈️.

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