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by noahmbarr
13 days ago
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There is no question Waymo is a better consumer product for most trips around places like San Francisco proper. So if you have a better product, why waste calories with membership cash grabs vs scaling your core mechanic? If there was a larger fleet, wait times wouldn’t be long— so line skipping wouldn’t be a problem. Only conclusions I can come to: (1) Their core money mechanic (charging for rides) isn’t that attractive
(2) they cannot scale fast enough, or
(3) both Love to have someone steelman the argument o/w |
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