[Stedag]

Good point.

At 2 trips per day for 300M Americans over 7 days, that would put the rideshare takeover at ~4.2Bn. If we extrapolated based on the referenced graph and exponential growth, that would put the takeover at 2029 :)

Its safe to assume that the limiting factors will soon become sourcing of components of the perception and control stacks.

[sigmar]

Yeah, I wonder how much money they're pouring into lidar production. Particularly considering that they've partnered with Hyundai, Stellantis, Mercedes-Benz Group AG, Jaguar Land Rover, and Volvo.

[fragmede]

And Uber.

https://waymo.com/blog/2024/09/waymo-and-uber-expand-partner...