I think we're on the cusp of something that will change the landscape of our cities. It's going to revolutionize getting around and take a chunk out of the land dedicated to parking.
Waymo in Miami won't be locally re-spending nearly as much of Miami's money as Uber/Lyft did. Significantly more of it will be removed from Miami with each ride. This might be even more pronounced for cities like Houston, which don't attract tourism from Waymo staff.
Why SF? Does Google even still have an engineering office in the city? Alphabet is a publicly traded company with employees all over the USA and the world, even if you said the money would be funneled into Mountain View you'd be incorrect. The money will be funneled into 401Ks would be more accurate, and a lot of snowbirds in Florida are living off of their 401Ks and stock investments (which probably have a lot of Alphabet in them), so it is definitely something for Florida.
But I think your point is that gig workers won't be making the money anymore. That's definitely true. That is just like when loom machines took money away from weavers back in the 19th century, or computers took money away from typists/secretaries in the 20th century. We should carefully consider whether or not that is a net good for society.
Even just taking it at face value that "the vast majority of the 35% of the fare that would have gone to the drivers will now go to '401k's" is interesting! Currently most drivers for Lyft/Uber are in the bottom 50%ile of wealth in the USA, and they are currently getting that 35% cut. The bottom 50% of the USA hold nearly no stocks at all. 50% of the S&P500 shares are owned by the wealthiest 1% of the USA.
Also, computers and looms were perhaps a bit different - the result of their automation was a product that actually cost less than their equivalent human labor could produce. Waymo currently charges more than Uber and Lyft, but still takes significant market share.
I do expect them to be cheaper eventually, but they'll also have an opportunity to establish market monopolies and then raise prices again. Sure, uber and lyft driver supply is obviously elastic, but possibly not quite as elastic in the very long run - it took a lot of capital to raise the current driver base for Uber+Lyft, and I'm not sure that can be repeated, say, five years after people stopped driving for them.
Of course people have to get new jobs as the world churns. But all of these other effects are interesting too! And, many, many people never really attain those new jobs. I don't think that's Waymo's "fault" as a moral judgment if the reality is that removing money from these jobs will lead to increase in squalor. It's just a pretty stark example of the rich getting richer.
I don't want to sound like a luddite, but each of those contributed to a consolidation of wealth that was largely offset by new jobs and new markets. How exactly do you think this is paying off here? Tech companies get to benefit, we know that, which sounds like a dead end. So it's ok that everyone else loses?
surely it's good to reduce the amount of menial labour being performed in the world
There's an argument that more competition could reduce prices and/or wait times for consumers, but there's also the argument it'll take away gig jobs, which are already somewhat of a "backup net" for people who need money but can't find a formal job for some other reason.
I don't live in SF anymore. When I did and now that I occasionally visit, I personally don't see any meaningful difference from when only Lyft and Uber operated there.
I remember once playing ball all day in the front yard, calling all the taxi companies just on a lark. They'd claim they were sending a driver, that the driver pulled up and honked, but we were outside the entire time. No one ever actually drove up over about 20 calls to 6 cab companies.
Uber/Lyft finally served all neighborhoods mostly equally, and that was a huge benefit.
Either way, it's not all that much different. Most of the money spent on getting around a city goes elsewhere through vehicle and gas purchases. Adding the cost of self driving to that probably won't move the needle all that much.
I think part replacement is an excellent use case for robotic delivery and even the Wing service if suitable weight and size.
If I spend 100$ on an uber ride, 65$ goes to Uber while only 35$ is local ?
I thought it's was the other way around with a margin of 30% for Uber.
For example, this route shows for me at $57 (-$10 discount = $47) but the driver sees $20: https://www.reddit.com/r/uberdrivers/comments/1q5z1dg/f_you_...
The easiest example is to look at Detroit.
Although, perhaps the username is a signal, and I fell for it.
Waymo in heavy rain: https://www.youtube.com/watch?v=dG6u6QfTv6s
> only been tested in semiarid locales
Is San Francisco semi-arid?
Yep. A couple of bad experiences with Uber/Lyft drivers put me off using them. Waymo is honestly more comfortable/less stressful for me. Similarly, I just read an article discussing parents making use of Waymo to schlep their kids to sportball practice/friend's house/wherever kids hang out these days, even though it is against Waymo's terms of service. The article indicated those parents didn't trust their kids to be in a car along with a strange human, but were ok with an automated system (and violating the ToS of that system).
> please explain how exactly our city landscapes, namely parking lots, will be revolutionized in any way, shape, or form other than zombie lots occupied Waymos
Today parking tends to be located near the shop/restaurant/office people want to go to. If people no longer need to park to go to where they want to go, parking (for charging) can relocate and be concentrated, thereby freeing up the parking spaces for other uses.
And I think there's some demand shifting that can happen. People get driven to the office in the morning. Deliveries happen during the day and then people are driven home.
It also eliminates the need for parking for a lot of places. A restaurant doesn't need a parking lot if people are primarily arriving in self driving cars.
It's somewhat equivalent to the advent of trains but on a personal level. In the way that trains made shipping goods across the country more or less free once the rail was built that's what's going to happen to people and packages getting around cities.
Prices are rarely based on cost, and more often based on what a customer is willing to pay. Waymo is a better experience than Uber (predictable, safe, clean, quiet, etc.), so it makes sense people would be willing to pay more.
> Is Waymo close to bankruptcy, unable to be profitable, or are they just greedy?
No x 3
They're, in my customer impression, quite a world different.
- consistent car quality
- safety of the drive (conservative driving and potential fear of drivers)
- no randomly chatty driver
All of those feel like a breath of fresh air especially when stacked up against the current state of Uber & Lyft rides. People really just want consistency. I don't actually think you needed AI to get there (I've had occasional rides in black cars that provided the same experience). Waymo was just right time, right place, right price.
Just last week a Waymo was driving on train tracks and the rider had to jump out of the car and run because the car stopped while trains came at it. (https://www.youtube.com/watch?v=26KJvL2clTs) I bet that guy'd have something to say about the experience.
That said, I've never felt unsafe or uncomfortable. But I have jumped out halfway through the ride and grabbed an eScooter instead.
Everybody can drive a car. They have solved the wrong problem.
If you want (relatively) high speed, you can take the Brightline to Orlando, 236 mi in 3.5h aka 67 mph average. That's on par with Brussels-Amsterdam (68mph), Amsterdam-Paris (80mph), but indeed far below the marquee EU/Chinese/Japanese HSR routes of 150+ mph average speed.
More generally: large parts of the eastern US had a developed railroad system (and often still do, for freight.) You can look up old maps and see how widespread they were. The economics mostly just didn't work out because as car ownership rose, the population density wasn't high enough to justify them over cars.
The reality is we decided to invest mainly in car infrastructure for the past 100 years and it's going to take a long time to fix that. In the meantime, I'll be happy with an automated car and diminishing car ownership.
If it gets in an accident, who pays my medical bills?
Safe, clean, quiet, private, predictable, no tipping, etc.
Some people see this as an upside. Not me, not you, but these people exist.
Waymo cameras permanently record everything that happens in their vehicles, right?