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Did self driving (assumed Waymo) really exceed rideshare by number of rides per week in SF already?! Wow I need to visit more often

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The graph on page 6 makes it look like Waymo has overtaken "Ride Share" in general—but the chart is based on the data from page 302, which only compares Waymo and Lyft.

Waymo is clearly growing fast, but it's not bigger than Uber—yet. Super impressive its already surpassed Lyft. From personal experience, it also seems to have driven Uber prices down materially.

Page 6: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelli...

Page 302: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelli...

Thank you! That makes more sense. Amazing that it could surpass Uber too within 12 months

In SF proper. Most revenue is airport rides and they’re excluding that.

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