Waymo has completed 2M paid rider-only trips
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Are we seeing the hockey stick?
They've been consistently candid, and indicated the next vehicle is the one they'll scale on, custom taxi by Chinese automaker Zeekr. I figured it'd be another couple years, maybe build out LA, scale SF to highways, and then maybe Zeekr. But they recently started testing it, way ahead of what I thought they would...[2]
EDIT: -3?! Anyone have feedback? Genuinely surprised. :)
[1] May 10th to July 26th = 77 days 1,000,000 rides / 77 days = 12987 rides/day 12987 rides / days * 7 days/week = 90909 rides/week
[2] https://techcrunch.com/2024/07/23/the-waymo-zeekr-robotaxi-h... Steps: May 10th to June 1st = 21 days June 1 to June 30th = 30 days July 1st to July 26th = 26 days
1m rides in 67 days = 130k
Waymo's scale is constrained by many factors: (1) physical cars (requires capital), (2) hi-def mapping, (3) operations (depots to charge, clean and maintain cars, "fleet response" - https://waymo.com/blog/2024/05/fleet-response/), and (4) regulatory environment (permits on a city/county/state basis).
I suppose, if only for the sake of stimulating conversation, it is worth ignoring the substantive stuff to transmute "hockey stick" into "it is software, 0 and constant marginal cost"
I just don't really know what to say back, because I obviously don't think the self-driving car is software. You know that. I know that.
And how many of those trips were actually "rider only" and not "rider with remote assistance operator"?
Do you mean like, remote driver? Or a specialist had to help a fleet vehicle out of a weird hangup? Because based on my experience, it's probably nearly all of them minus some nominal percentage during events like navigating downtown Phoenix during Comicon.
If I remember reading, they can't remotely drive the vehicles.
You're upset it wouldn't let you out of a moving vehicle?
I have no experience with Waymo though, so I have no idea if this is the case, or if the car was repositioning to find a better place to let the rider out, or something else entirely.