Comment by raz32dust
2 days ago
Does anyone have insight into how waymo is actually doing as a business? It seems to be unaffordable in the bay area. 2-3x the cost of Uber/lyft whenever I've checked. It is very cool, but I can't imagine they're doing well at that price point
The waymos are so consistently badly overpriced I've stopped even bothering to look. Nobody I know rides them! But they have riders more than half the time I walk by them, so clearly they're making money off somebody...
When I was in LA they were consistently cheaper than Lyft
This is the novelty price point. When mainstream supply and demand will adjust to reasonable value.
Supply is very limited right now. They're not making more of their v5 Jaguar vehicles. They expected to have lots of their v6 Zeekr vehicles at this point, but choosing a Chinese manufacturer just before Biden and Trump clamped down on them didn't work out so well in hindsight. The v6+ Hyundai models should start showing up in volume soon though.