San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.
If a waymo-uber partnership is the future model, what do you think waymo share could get to as a percentage of Uber rides? And what are the implications for Uber’s ebitda as a % of GBs?
Great analysis, thanks for sharing!
Absolutely agree on the section on consumer willingness to share private vehicles as robotaxis.
the gap between theory and consumer reality is massive here.
Most people like the idea of monetizing their idle vehicle… until they imagine the wear, hygiene issues etc.
Cars are still emotional and personal assets for many — not just financial ones.
If a waymo-uber partnership is the future model, what do you think waymo share could get to as a percentage of Uber rides? And what are the implications for Uber’s ebitda as a % of GBs?
Great analysis, thanks for sharing!
Absolutely agree on the section on consumer willingness to share private vehicles as robotaxis.
the gap between theory and consumer reality is massive here.
Most people like the idea of monetizing their idle vehicle… until they imagine the wear, hygiene issues etc.
Cars are still emotional and personal assets for many — not just financial ones.