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Comment by klabb3

4 days ago

> does it mean that the average ride length is 1.8km? that seems kinda low..., like that's something I would walk if I didn't hurry..

Idk about the average but I used to make a bad joke that walking is considered an extreme sport in most of the US. Sometimes, it’s for legit reasons such as extreme heat, literally no sidewalks, and areas that are perceived as dangerous because of the people there. Other times it’s just seen as a discomfort ”why walk when you can sit in a large car”. This is reflected in language, where ”walkable” is a frequent term used to describe the often rare parts of urban areas where you can comfortably walk from A to B. In EU there’s often no need for such a term.

> how long it's gonna take to be competitive in countries where driver salaries are lower than US?

Why not share my prediction, it’s probably as bad as the rest of them: I think this stage right now is about viability. Getting training data and real road experience, knowing what sensors are needed, range of road conditions, and grasping the enormous amount of novel traffic situations. I don’t think the purpose of the pricing is to make profits, but rather to test the markets end-to-end. Essentially, it’s an R&D project designed to inform and instill confidence for future investing and scaling.

As for replacing human drivers, I think it’ll be region-by-region with a very long tail. Since cost of labor varies so much, you’d need many years to bring costs of vehicles and maintenance down to be competitive. Plus, expanding to new regions have huge fixed costs and risk, much more so with AVs than normal ”Uber-style” services, with BYO labor & vehicle. These things need service centers, depots, offices, probably quite densely, no? Not to mention the politics, unions etc.