Innovative. That must have felt nice to claim
Feels very unlikely. I think they will need to bring car cost down to hit break even.
From https://www.forbes.com/sites/alanohnsman/2025/09/03/waymo-co...:
> “Each car, the amount of revenue it's making would be shocking to most people,” Panigrahi said, without elaborating. “Because it just continuously keeps delivering ride after ride. On a per asset basis, it’s doing really well. That’s making progress in terms of unit economics very, very positive.”
So much so that in busy markets like San Francisco, Waymo could soon move into the black. “Not making specific statements about if we’re positive or not, but what I can tell you is that yes, key markets are showing us that we are,” Panigrahi said.
We're now at San Francisco, SFO airport, Austin, Nashville, and NYC, is that right?
List of cities here: https://waymo.com/rides/
Lyft is a good distribution channel for their self driving car initiatives with good coverage, Uber is too expensive at this moment.
Also, pleasing the customer, imagine opening Waymo app and not being able to order a taxi 40% of the time. With Lyft/Uber you can easily switch the ride mode and get a car with driver if all self driving cars are busy
They both can build themselves, but if you provide solely self-driving ride hailing, a lot of times customers might not be able to find cars in upcoming 6-7 years until they ramp up full production to meet demand.
This is incentivized as private enterprise developing autonomous warfare tech.
IMO: - Tesla is pushing Waymo on pricing and service areas - Tesla will drop the safety monitor in the next 6 months**
**I say this as a FSD subscriber on my own car and seeing the arch of progress, albeit with a software branch that’s supposedly 3-6 months behind Robotaxi’s
Tesla is probably a year behind on their software, but they can scale out infinitely faster than Waymo on the hardware.
Either way, we win.
https://www.reuters.com/business/autos-transportation/nhtsa-...
telotortium•48m ago
daemonologist•40m ago