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It will be interesting to see how Lyft's partnership with Waymo evolves given this tech announcement and Waymo's acknowledgment that they plan to offer their own ridesharing service. Lyft's approach to self-driving partnerships in general seems to rest on the assumption that self-driving providers will catch up to each other before any of them can fully handle everything a human driver can do. If this assumption is correct, Lyft ends up in the great position of being compatible with all major self-driving providers before any of them can feasibly launch a standalone service without Lyft's driver network (who wants to take a car service that doesn't take you downtown? Or doesn't work in the rain?). Ideally, this means Lyft can negotiate favorable terms with all the providers and maintain their position as marketplace brokering between riders and ride providers (either human or robot). But, if this announcement means Waymo is truly way ahead of the competition, is Lyft aiding and abetting its own demise by covering Waymo's short-term holes (weather, urban areas, etc) up until the day that Waymo can cut Lyft out and run their own service? If Waymo is the only self-driving game in town, and they solve the urban case, why do they need Lyft? I wonder if we'll see any tension develop between the two if leadership at Lyft starts to get concerned about this scenario being a likely outcome. |
If you are a pessimist about autonomous being bigger part of transpiration then add 2 years to DATES shown below.
2021 : Electric Self-driving on-demand FLEET Car 1000 miles/month SUBSCRIPTION from Google, DiDi, Uber, Renault/Nissan,Tesla, VW,Toyota,GM for $400/month
2024 :same 1000 miles/month SUBSCRIPTION $200/month
At $200/month Subscription price for 1000 miles/month (which is average US driver car mileage/month), savings are so big as average car ownership is around $400/month ( AAA Estimate ) , all inclusive of
- Car depreciation
- Insurance cost
- gasoline cost
- Repairs & maintenance costs
- extra 1 hours/day you get in NOT-Driving
(EDIT: This Model I mentioned is Summon only, there is NO OWNERSHIP of the Car, is it monthly pay instead of per RIDE Pay . In this Model, All the Major CAR Manufactures of today offer these FLEETS with monthly pay of 1000/miles month SUBSCRIPTIONS.
Being a) no-driver Cost b) ELECTRIC c) RIDE Sharing d) mass adoption -- is the key for Lower price tag of $200/month )
The above is Phase 1, in Phase 2 starting 2025 Google will be supplying only "end-to-end Autonomous vehicle Software system" for a fee of $5000/year per car for ALL the CAR FLEET companies .
Google will run small FLEET of Autonomous CARs for the purpose of "Reference implementation of Software" much like "Pixel Android Phones" to showcase the Reference implementation of Android ( for all other Android Vendors )