Discussion

• @jf2u @jf2u on bluesky

  So one factor that keeps TSLA stock priced higher is the prospect of robotaxis... while Musk's robotaxis are expected to be released in Austin in June 2025, WayMo is already serving 20% of Uber rides there.  [embedded post]

• @aleximm Alex Immerman on x

  Waymo's rides have ramped way faster in Austin than prior city launches. By the end of its first month, Waymo facilitated ~20% of Uber rides within its Austin operating zone. Two key differences vs earlier city launches: 1. No waitlist or slow roll. Waymo is launching with [image…

• @stockmarketnerd Brad Freeman on x

  Encouraging data for $UBER today. In Austin, where Waymo cars are only available on its app... Ride volume is 80%+ higher through month one than in San Fran. How can Uber secure partnerships with AV vendors? Higher utilization rates. What's this? Evidence. I like evidence.

• @adamkovac Adam Kovacevich on x

  This is why I don't put much stock in surveys showing that people are scared of autonomous vehicles. In city after city, when people have a chance to try them, they love them.

• @sethdavishoops Seth Davis on x

  I've visited Austin often but this is the first time I took driverless Waymos via Uber. How long until the vast majority of cars are autonomous? What happens to people who make their livings behind a wheel? Will we be ready for the biggest economic disruption of our lifetimes? [v…

• r/waymo r on reddit

  Waymo Robotaxis Make Up 20% of Uber Rides in Austin, Data Shows