[ugh123]

I really don't see how a human-centered driving company survives with something that is near fully automated and new "drivers" can just be ordered up from Stellantis or whomever, provisioned, and sent on the road. The scaling laws just don't match up.

I say "near fully automated" because there's loads of operations involved, including human remote fleet management for when cars get stuck. But even that doesn't scale linearly with the amount of automated vehicles on the road, whereas Uber will always be at least 1:1 human:car.

[AlbertCory]

What is the cost in SF? This early review says the same:

https://archive.ph/7mPWk

So I don't see the point of theorizing, when we can get real-world feedback from customers.

[ugh123]

You're comparing costs now? The price for human powered uber's will always increase based on labor costs. The price to put an autonomous vehicle on the road and manage it will most likely decrease as more are deployed and Waymo gets better at operating them. Time will tell, but Uber will not last once Waymo gets good at scaling this stuff.

[AlbertCory]

> You're comparing costs now? T

I'm comparing costs in other comments in this thread.

as I said, if Waymo is actually charging money now, then real data is much more credible than a theoretical analysis like yours.