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Threadguy reveals the real reason Waymo is going to take over the world "The real value of Waymo is not that it's cheaper. It's that you get in a Waymo and you don't have to talk to anybody. That is why Waymo is gonna take over the world and... show more

Kai

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77,845 görüntüleme • 6 ay önce •via X (Twitter)

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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.

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.

Dave Lee

593,390 görüntüleme • 1 yıl önce

Uber CEO: Being an Uber driver is a solid job for the next 10 years, but after that, autonomous vehicles will take over. If you’ve ever been in a Waymo you know this isn’t a crazy thing to say.

Uber CEO: Being an Uber driver is a solid job for the next 10 years, but after that, autonomous vehicles will take over. If you’ve ever been in a Waymo you know this isn’t a crazy thing to say.

Joanna Stern

19,130 görüntüleme • 1 yıl önce

American is in a self driving Waymo When he got in he realized the estimated time to his destination is way longer than it should be The Waymo is taking him in opposite directions, is circling random parking lots and won’t listen to him He’s calling support form inside the Waymo and the only option they have is to have him get out and book an Uber and they’ll refund him But now he’s in the middle of nowhere on a highway…. It was only supposed to take 7 minutes to get home but the trip is now 40+ minutes in the Waymo…. And now they want him to just get out and book an Uber At the end of the video he shows the Waymo vehicle screen, there is another 28 minutes until her gets to his destination He says he won’t be taking another driverless vehicle. I agree, I wouldn’t get into a Waymo either Rumor has it he’s still in the Waymo…..

American is in a self driving Waymo When he got in he realized the estimated time to his destination is way longer than it should be The Waymo is taking him in opposite directions, is circling random parking lots and won’t listen to him He’s calling support form inside the Waymo and the only option they have is to have him get out and book an Uber and they’ll refund him But now he’s in the middle of nowhere on a highway…. It was only supposed to take 7 minutes to get home but the trip is now 40+ minutes in the Waymo…. And now they want him to just get out and book an Uber At the end of the video he shows the Waymo vehicle screen, there is another 28 minutes until her gets to his destination He says he won’t be taking another driverless vehicle. I agree, I wouldn’t get into a Waymo either Rumor has it he’s still in the Waymo…..

Wall Street Apes

300,782 görüntüleme • 4 ay önce

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.

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.

Uber

53,280 görüntüleme • 1 yıl önce

BILL ACKMAN SAYS UBER $UBER MAY BE CHEAPER THAN PEOPLE THINK BECAUSE INVESTORS FEAR TESLA $TSLA The core debate is whether Tesla robotaxis destroy Uber, or make the Uber platform even stronger: - Uber has become a verb, which signals a dominant position in mobility - The fear is that Tesla’s robotaxi network could take over autonomous mobility - The counterargument is that users may still prefer one trusted app to find the fastest and cheapest ride, whether it comes from Uber, Tesla, Waymo, or another provider Traders are still not fully buying the Tesla robotaxi threat to Uber, pricing only a 17% chance that Tesla launches robotaxis in California by December 31.

BILL ACKMAN SAYS UBER $UBER MAY BE CHEAPER THAN PEOPLE THINK BECAUSE INVESTORS FEAR TESLA $TSLA The core debate is whether Tesla robotaxis destroy Uber, or make the Uber platform even stronger: - Uber has become a verb, which signals a dominant position in mobility - The fear is that Tesla’s robotaxi network could take over autonomous mobility - The counterargument is that users may still prefer one trusted app to find the fastest and cheapest ride, whether it comes from Uber, Tesla, Waymo, or another provider Traders are still not fully buying the Tesla robotaxi threat to Uber, pricing only a 17% chance that Tesla launches robotaxis in California by December 31.

Ark Invest Tracker

35,547 görüntüleme • 1 ay önce

Meet some of the brilliant minds that have worked for the European Commission and the European Parliament Riding a Waymo in San Francisco and THIS is what they talk about How will Waymo comply with the AI act in 2 years from now? One actually feels sick to her stomach from driving in a Waymo and believes it poses a safety risk 🤦‍♂️ Europe is doomed

Meet some of the brilliant minds that have worked for the European Commission and the European Parliament Riding a Waymo in San Francisco and THIS is what they talk about How will Waymo comply with the AI act in 2 years from now? One actually feels sick to her stomach from driving in a Waymo and believes it poses a safety risk 🤦‍♂️ Europe is doomed

Kees Roelandschap

65,497 görüntüleme • 1 yıl önce

Two ladies call an Uber to pick them up for a ride. As they get settled in to the Uber, they ask the driver to turn the air conditioner on. The driver refuses and tells the women that if they had wanted A/C then they should have paid for an Uber comfort. The women continue to argue with the driver telling him all cars have an A/C and they are simply asking for him to turn it on. He still refuses and said that he does not use the A/C on regular standard fares because it burns his gas faster. *side note: This is NOT Uber’s policy, just the man being cheap. According to Uber, A/C is required on every ride. Would you ask to get out of the car immediately or would you complete your ride? Would you contact Uber to report this driver or just give him a bad rating?

Two ladies call an Uber to pick them up for a ride. As they get settled in to the Uber, they ask the driver to turn the air conditioner on. The driver refuses and tells the women that if they had wanted A/C then they should have paid for an Uber comfort. The women continue to argue with the driver telling him all cars have an A/C and they are simply asking for him to turn it on. He still refuses and said that he does not use the A/C on regular standard fares because it burns his gas faster. *side note: This is NOT Uber’s policy, just the man being cheap. According to Uber, A/C is required on every ride. Would you ask to get out of the car immediately or would you complete your ride? Would you contact Uber to report this driver or just give him a bad rating?

CeCe

210,835 görüntüleme • 6 ay önce

Ride-hailing is still "less than 1% of vehicle miles in the US." Alex Immerman says today's rideshare market is like looking at Uber vs. taxis in the early days—it’s just the tip of the iceberg: "The rideshare market is going to grow by at least an order of magnitude in the coming years." "When the price goes down and it’s meaningfully cheaper than human-led cars, people will weigh the tradeoff between driving themselves, getting in a human car, or getting in a Waymo—and it’ll be cheaper to get in a Waymo." sourcery with Molly O’Shea

Ride-hailing is still "less than 1% of vehicle miles in the US." Alex Immerman says today's rideshare market is like looking at Uber vs. taxis in the early days—it’s just the tip of the iceberg: "The rideshare market is going to grow by at least an order of magnitude in the coming years." "When the price goes down and it’s meaningfully cheaper than human-led cars, people will weigh the tradeoff between driving themselves, getting in a human car, or getting in a Waymo—and it’ll be cheaper to get in a Waymo." sourcery with Molly O’Shea

a16z

42,268 görüntüleme • 6 ay önce

I have a dream. It's not a big dream. It's just a little dream & I hope you don't find this too crazy is that I would like the people of this community to feel that if God forbid there was a medical emergency that going to the hospital would actually be a WISE thing to do.

I have a dream. It's not a big dream. It's just a little dream & I hope you don't find this too crazy is that I would like the people of this community to feel that if God forbid there was a medical emergency that going to the hospital would actually be a WISE thing to do.

Greta Fox @theWHN #MaskFairy #NoMaskBans

11,812 görüntüleme • 3 yıl önce

Jordan Peterson: "If you're competent and silent you will be ignored." "You might think well people should reward you because you're competent. And yes of course they should. But if you're competent and silent then you're just part of the background that's keeping everything functioning" On why you cannot negotiate from a position of weakness: "If you want to push your career forward you have to push it forward. You have to be competent and you have to be strategic" "To be strategic when you negotiate for a new position or a new salary you have to be able to say if you don't give me what I want then something you don't like will happen to you" "It's not a physical threat. It's that you have an option" "You have your CV in order. You're educated and competent and desirable to people outside of your immediate job. You're willing to instantly put yourself on the job market" "So that when you go talk to the person you're negotiating with you're credible" On the one thing most people completely miss about negotiation: "It's very seldom that you're talking to the person who's at the top of the pecking order. What you need to do is tell them a story that they can tell to their boss to make you not a problem" "A good story is look we really need this person because they're hyper competent and they have a better offer" "If you go in there with no power you're going to lose. Obviously" He concludes with the one thing every competent person needs to hear: "The first thing you need to know if you're going to negotiate is that you have to be able to say no. And what no means is that you're not going to do it"

Jordan Peterson: "If you're competent and silent you will be ignored." "You might think well people should reward you because you're competent. And yes of course they should. But if you're competent and silent then you're just part of the background that's keeping everything functioning" On why you cannot negotiate from a position of weakness: "If you want to push your career forward you have to push it forward. You have to be competent and you have to be strategic" "To be strategic when you negotiate for a new position or a new salary you have to be able to say if you don't give me what I want then something you don't like will happen to you" "It's not a physical threat. It's that you have an option" "You have your CV in order. You're educated and competent and desirable to people outside of your immediate job. You're willing to instantly put yourself on the job market" "So that when you go talk to the person you're negotiating with you're credible" On the one thing most people completely miss about negotiation: "It's very seldom that you're talking to the person who's at the top of the pecking order. What you need to do is tell them a story that they can tell to their boss to make you not a problem" "A good story is look we really need this person because they're hyper competent and they have a better offer" "If you go in there with no power you're going to lose. Obviously" He concludes with the one thing every competent person needs to hear: "The first thing you need to know if you're going to negotiate is that you have to be able to say no. And what no means is that you're not going to do it"

Brad

35,334 görüntüleme • 2 ay önce

This CBS LA investigation found that a significantly large percentage of drivers for Uber, Lyft, Doordash, etc. did NOT match their driver profiles on the apps. Uber drivers know exactly what is going on here. Folks can go on Bookface right now and buy ready-to-go accounts to drive Uber, Lyft, etc. They just pay a few hundred bucks and they are driving that same day. And this is not on some shady back channel, this is out in the open. The reporter/investigator asked the innocent question "why don't they just go on the app and apply normally, how hard can it be." Well, it's pretty damn hard if you can't pass a background check. And I probably don't need to remind anyone here on this platform why someone might not be able to pass a background check. Uber Inc. seems to be more busy throwing shade at their partner Waymo, and talking about how they are going to lead the AV revolution, than they ever seem to be concerned about this. But this is dangerous for you and your loved ones. And it's hard on the drivers out there who did it the right way. Everyone loses here, everyone except Uber Inc. But yeah, please go ahead and get on X and tell everyone here another terrible Uber driver story. And then amazingly at the end of your story somehow it never ends with you actually logging a complaint and/or reporting anything to a watchdog organization or journalist. That might be too time consuming, or you might come off as a fascist to your liberal friends. So yeah, just come on X and get the impressions instead. Because deep down, you really don't care. Btw, great job CBS LA

This CBS LA investigation found that a significantly large percentage of drivers for Uber, Lyft, Doordash, etc. did NOT match their driver profiles on the apps. Uber drivers know exactly what is going on here. Folks can go on Bookface right now and buy ready-to-go accounts to drive Uber, Lyft, etc. They just pay a few hundred bucks and they are driving that same day. And this is not on some shady back channel, this is out in the open. The reporter/investigator asked the innocent question "why don't they just go on the app and apply normally, how hard can it be." Well, it's pretty damn hard if you can't pass a background check. And I probably don't need to remind anyone here on this platform why someone might not be able to pass a background check. Uber Inc. seems to be more busy throwing shade at their partner Waymo, and talking about how they are going to lead the AV revolution, than they ever seem to be concerned about this. But this is dangerous for you and your loved ones. And it's hard on the drivers out there who did it the right way. Everyone loses here, everyone except Uber Inc. But yeah, please go ahead and get on X and tell everyone here another terrible Uber driver story. And then amazingly at the end of your story somehow it never ends with you actually logging a complaint and/or reporting anything to a watchdog organization or journalist. That might be too time consuming, or you might come off as a fascist to your liberal friends. So yeah, just come on X and get the impressions instead. Because deep down, you really don't care. Btw, great job CBS LA

JC Christopher

21,598 görüntüleme • 4 ay önce

First Hand Account of Hurricane Helene Victim Confirming $750 FEMA Aid Offered To Him IS A LOAN American has been crying for 20 minutes after FEMA visited him, “sorry for the emotions” “There is a FEMA man who came and explained something very serious about the $750 that you guys don't know and that they're not going to tell you. And unless you have a magnifying glass in the contract that they're going to sign during your inspection, you'll never see it. So you're going to hear it from me and hopefully from everybody else who is going to share this shit around. The $750 is a loan. It's not free. They're not giving it to you. It's a loan And if you don't pay back that seven hundred and fifty dollar loan within a year, they're gonna seize your property” “Don't take it. Do not take it. One thing that you're going to notice folks is they're not giving that money to people who have a little bit of money. They're not giving it to people who have jobs. They're giving it to the welfare of people who have nothing, who have absolutely nothing. And they're going to take advantage of these people first.” “It just, just blows my mind”

First Hand Account of Hurricane Helene Victim Confirming $750 FEMA Aid Offered To Him IS A LOAN American has been crying for 20 minutes after FEMA visited him, “sorry for the emotions” “There is a FEMA man who came and explained something very serious about the $750 that you guys don't know and that they're not going to tell you. And unless you have a magnifying glass in the contract that they're going to sign during your inspection, you'll never see it. So you're going to hear it from me and hopefully from everybody else who is going to share this shit around. The $750 is a loan. It's not free. They're not giving it to you. It's a loan And if you don't pay back that seven hundred and fifty dollar loan within a year, they're gonna seize your property” “Don't take it. Do not take it. One thing that you're going to notice folks is they're not giving that money to people who have a little bit of money. They're not giving it to people who have jobs. They're giving it to the welfare of people who have nothing, who have absolutely nothing. And they're going to take advantage of these people first.” “It just, just blows my mind”

Wall Street Apes

1,860,358 görüntüleme • 2 yıl önce

a16z GP Alex Rampell explains the death of the middle in venture: “You either have to be a large generalist or a small specialist. And the hard thing is to be a midsize generalist because then you're largely going to lose to the big generalists or the small specialists.” “If I'm just like, ‘Hey, I kind of do a little bit of everything and I don't really know that much about your business, and I'm not that big and can't help you that much,’ it's just you're gonna lose.” Source: Alex Rampell on The Twenty Minute VC with Harry Stebbings

a16z GP Alex Rampell explains the death of the middle in venture: “You either have to be a large generalist or a small specialist. And the hard thing is to be a midsize generalist because then you're largely going to lose to the big generalists or the small specialists.” “If I'm just like, ‘Hey, I kind of do a little bit of everything and I don't really know that much about your business, and I'm not that big and can't help you that much,’ it's just you're gonna lose.” Source: Alex Rampell on The Twenty Minute VC with Harry Stebbings

a16z

46,014 görüntüleme • 9 ay önce

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick

MTS

436,946 görüntüleme • 2 ay önce

There’s a new way to ride in ATX! 🎉 We’re now live in Austin, only on Uber. Increase your chances of getting matched → open the Uber app when you're in Austin and toggle Autonomous vehicles in settings for Waymo ride preferences.

There’s a new way to ride in ATX! 🎉 We’re now live in Austin, only on Uber. Increase your chances of getting matched → open the Uber app when you're in Austin and toggle Autonomous vehicles in settings for Waymo ride preferences.

Waymo

148,944 görüntüleme • 1 yıl önce

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

The Wolf Of All Streets

31,248 görüntüleme • 13 gün önce

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 görüntüleme • 3 ay önce