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Joined 3 years ago
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Cake day: June 7th, 2023

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  • Waymo is already operating fully autonomous self driving taxis in SF. Price point is about the same as uber/lyft, a bit cheaper since no tip. And they are all hella nice Jaguars. The difference is Waymo uses lidar and radar to make it work (and also did intensive mapping of city streets). Still needs a lot of work to scale (they do dumb things, but so do human drivers, and are limited to the city so I can’t take one to or from my home in Berkeley yet) but they fully exist and are a viable option today.




  • Eh? That article says nothing about their profit margins. Today they have something like $3.5B in ARR (not really, that’s annualized from their latest peak, in Feb they had like $2B ARR). Meanwhile they have operating costs over $7B. Meaning they are losing money hand over fist and not making a profit.

    I’m not suggesting anything else, just that they are not profitable and personally I don’t see a road to profitability beyond subsidizing themselves with investment.