[aetherspawn]

Hm, don’t like the offering. It seems standoffish.

If you want to make Waymo into a SaaS and get people really using it, then it’s easy:

$100 per month - Unlimited rides

$200 per month - Unlimited priority rides

Build enough trust in that and people might even get rid of their cars.

But in my opinion the problem is the feeling of spending money. People want to avoid that feeling at all costs, or at least want to feel like they’re getting a good deal. Everyone else is just driving around for free so it’s gonna take a lot to feel like you’re getting a good deal paying for a Waymo.

People who take cabs are forced to take cabs. That market is pretty finite. What if you can tap the market of people who need to get places but would rather do other things in the back seat?

[kingstnap]

Your pricing is ridiculously cheap. Cars are expensive.

But aside from that you really can't offer unlimited usage. You would need to offer quota.

Maybe something like 30 km / day that rolls over into a limit of 300 km.

[nearbuy]

$100 per month is way, way too cheap for unlimited rides. That's about 10x cheaper than the amortized monthly cost for owning an average car, without the headache of doing maintenance. They'd be losing a ton of money on each subscriber.

[aetherspawn]

Yes and most people use their car for around 2% of the time they own it. The rest of the time it’s parked up.

[nearbuy]

That's not a reason for Waymo to give rides at a major loss. Heavy users are the ones that are going to buy the unlimited package. If you do just one average trip per day (there and back), at about $20 per ride, their regular price will cost you about $1200/month. A heavy user might use several times that. Do you think Waymo currently has 10-20x profit margins? If they're were able to drop their price by that much, they could also afford to drop their non-subscription price by 10x and take over the taxi/rideshare market.