[chubot]

Weird question :) My claim is that it won't be open to "anyone" in a useful way any time soon.

And you need to define "anyone" -- that's precisely what's being fudged here (and what's been fudged in previous announcements).

To be clear: I think Waymo will fold or be wound down before this happens.

In a previous comment, I said that IF we get economically feasible self-driving cars in the next 10-20 years, then it will not be from Waymo. It will be from a breakthrough out of left field. In other words, "we" will have thrown out millions of lines of code and billions of dollars of investment, and started over.

Obviously, if they roll it out, then I'll be wrong! But if I thought that was possible now, then I wouldn't bother calling them out on it.

Previous comments: https://news.ycombinator.com/item?id=22632588

[jryle70]

> Weird question :) My claim is that it won't be open to "anyone" in a useful way any time soon.

Seems pretty clear it will be available to public in the next few weeks, unless you're saying "general access to anyone who chooses to download the app" isn't about general public.

"Beginning Thursday, any existing Waymo One customer can hail a driverless minivan from a fleet of more than 300. The vehicles will be operating in a smaller, roughly 50-square-mile service area. Passengers are free to invite friends and family and to share their experiences on social media. Waymo plans to open the service to new customers within a few weeks. “At that point, we’ll have general access to anyone who chooses to download the app,” Krafcik said." - [0]

[0] - https://www.bloomberg.com/news/articles/2020-10-08/waymo-one...

[chubot]

Again, "anyone" needs to be defined.

Headline: "Waymo is opening its fully driverless service to the general public in Phoenix"

But

Beginning Thursday, any existing Waymo One customer can hail a driverless minivan from a fleet of more than 300. The vehicles will be operating in a smaller, roughly 50-square-mile service area.

Qualifications:

(1) existing Waymo One customers

(2) you can't go anywhere in Phoenix. Phoenix is a lot bigger than 50 square miles. (Also, even if the area were bigger, 300 cars sounds like a small number to cover it)

(3) Waymo plans to reintroduce safety drivers for some rides as it expands its Phoenix service area

Is it driverless or not?

I'm trying to read between all the doublespeak, and I don't see much progress. Again, I would love for someone who lives in Phoenix to sign up, try it, post here, and prove me wrong. Tell me what it was like.

[twmahna]

Interesting take! Why does this perspective make you bullish on Uber/Lyft?

Isn't a large portion of their FCF tied to reducing labor costs by substituting drivers with self-driving tech?

AB5 and Democrats potentially gaining unified control of Washington don't bode well for their cost structure either.

[chubot]

I think Uber and Lyft can raise their prices significantly and people will still take them, simply because the alternatives are worse.

Owning a car is worse for many situations, and so is public transportation.

If you have any friends with 16-18 year old children, ask them if they are going to buy them a car, or if they'd rather just pay for Uber/Lyft (that's an honest question, but I know what my experience is.) Ditto for people taking care of senior citizens.

There is a fundamental efficiency to rideshare. And it will continue to get better. As I said in the prior comment -- we already have self-driving cars. I push a button on my phone and somebody drives me somewhere.

For now, the self-driving tech is just a big distraction that makes things fantastically more expensive and unreliable. (This could change, but again I see that as 20-30 years in the future. I don't price it in for sure)

Also, drivers seem to love Uber and Lyft for the work flexibility, at least when I talked to many of them in 2015-2018. Those jobs were really valuable to a diverse set of people.

-----

I've heard the viewpoints you quoted in the media, but I don't think they are painting a balanced picture. It seems like a message that somebody wants to get out there, not a neutral viewpoint.

Of course the whole idea that Uber would reduce their costs with self-driving was also a fantasy meant to sell stock. I don't think the market ever priced that in. It's clear now that this area was a disaster, and the stock didn't crash because of that.

I think Uber/Lyft will be creating value for 10-20 years to come. People in SF seem to be bearish on them, but I think that's sort of provincial view. We might be on to the next big thing, but valuable tech is rare, and it takes years/decades for valuable technology to be adopted everywhere that it makes sense.

People are still buying iPhones for the first time, even though it was released in 2007. It's hard for me to imagine, but there must be people using Google for the first time too in 2020.

[RivieraKid]

There's a good chance you will be proven wrong soon:

> Waymo plans to open the service to new customers within a few weeks. “At that point, we’ll have general access to anyone who chooses to download the app,” Krafcik said.