Waymo in Portland
waymo.com
waymo.com
https://www.oregonlive.com/commuting/2026/04/trimet-official...
https://www.portlandmercury.com/news/trimets-present-crisis-...
At the same time, Portland's city council is debating whether to cap the cut of driver pay that rideshare companies take: https://www.opb.org/article/2026/04/13/uber-lyft-driver-pay-...
So at the same time that public transit is retreating and rideshare company labor overhead is threatening to increase, Waymo shows up with a convenient solution to both problems.
Yup, it is genuinely convenient that Waymo doesn't rely on an unpopular payroll tax for funding while the bus system does
To be fair, it gets far more subsidies from the government in general by simple virtue of being a car, they're just A) longterm and thus assumed and B) less visible in general. So I'd say the connection between transit and controversial taxes is arbitrary, really--I'll grant you "convenient", but definitely not genuinely-so!Portland car infrastructure in particular does get a little love from me just because of how damn impressive some of it is (namely the mountain passage to the west and the complex bridge interchanges on the east side) but it's still car infrastructure.
State and local governments spend a truly obscene amount of money building and repairing roads, and set aside a nauseating amount of publicly owned land to serve as roads, street parking, and parking lots. Those of us who don't frequently drive get some benefit from the roads, sure, because of the efficiencies of shops needing deliveries and whatnot, but not anything close to proportional to what drivers get out of it. And we accept this as the default way that things should be, whereas we assume that public transit needs to "pay for itself".
So you pay Waymo, they pay a few hundred dollars a year per car in registration, and you benefit from billions of dollars a year in highway funds from both state and federal sources.
For comparison, a Lyft or Uber in the same area would cost you $1-2 per mile. Obviously it's not feasible for all 200k daily riders to take Uber/Lyft, and the Uber/Lyft cost doesn't include externalities like extra traffic, but TriMet is very expensive per passenger mile.
Public transit like buses and lightrail are significantly more efficient per person than personal vehicles. This is because they can transport many more people for the same amount of space and energy. They also typically run on set tracks, which yields more efficiency gains.
The US is really, really bad at doing public transit. It doesn't help that everything is car centric, which makes public transit much harder.
For example, in your comment you're excluding road cost, but you're including the full system cost of transit. That's a car centric side effect, e.g. we take roads for granted. But the cost of cars also includes the cost of roads, the cost of land under those roads, the cost of parking, etc.
If you divide passenger miles for TriMet busses (141,726,107) by the number of revenue miles (21,195,016), you get an average of 6.7 passengers per bus, or around 10% of available seats. For MAX (the train) you get an average of 27.4 passengers per train, or around 16% of available seats. In both cases that's seats, not total capacity including standing room. I realize it's important to provision the system for peak demand, but still this seems very wasteful.
And because road wear scales with the fourth power of axle loading, a bus will typically cause 1,000x more road damage than a car.[2] Assuming every car on the road has only one occupant, this means that, on average, a TriMet bus causes 150x more road wear per occupant. The main externality created by cars is traffic.
I agree with you that public transportation can work. It clearly does in many places. But Portland's public transportation is dysfunctional, and I don't see that changing any time soon. That's why substitutes (even partial substitutes like Waymo) are beneficial. The more options people have for getting around, the better off they'll be.
1. https://trimet.org/budget/pdf/2026-adopted-budget.pdf
2. https://www.kgw.com/article/news/verify/yes-bus-more-road-da...
I agree. The question remains - why do U.S. municipalities universally and repeatedly fail to successfully implement rapid transit at an efficient price point? Buses, trains, and subways in America have ever-growing budgets (both in absolute and per customer mile terms) with ever-declining quality of service. Just asking for more tax revenue again and again is not the solution.
Assuming the transit is fully utilized and the car is mostly not. And maybe that's a good way to look at it. But in Portland the light rail is often well under capacity, and in that case a carpool likely wins on efficiency.
> the cost of cars also includes the cost of roads, the cost of land under those roads, the cost of parking
Partially. Those roads will have to exist even if we did not have personal cars.
Almost everyone drives so the government needs to pay for roads either way. Public transit on the other hand is easy to cut. What matters here is marginal costs of people using ride shares instead of public transit, not the full cost of driving that would need to be paid either way.
I would be interested to see a study on that. I see many buses driving around with zero or one passengers on them. If a bus is full, the efficiency would be off the charts. But for a city like Portland, that only happens during commute times. The rest of the time, the buses are driving around empty.
Partially not, as gas taxes cover part of it. I think gas and diesel taxes should cover the full cost of roads, which would help. Still doesn't mean transit should be run so inefficiently.
Perhaps it isn’t expensive once you consider the peak load and externalities. How many new roads would you have to build to do that?
You can fit 40-50 people in your car?
Why not both?
The absolute biggest problems with mass transit in the US are the "first mile" and the "last mile".
If I wanted to take mass transit, I had to show up before 7:00 AM in order to park my car. Every single train after 7:00AM became useless to commuters. That's idiotic.
And then I needed a car at the destination station to drive to my workplace. So, a bunch of us had completely idle cars parked at the commuter station that we used roughly 15 minutes per day but needed parking at both the station AND the workplace--just to use the train. Good lord that is stupid.
Waymo at the right price solves a whole bunch of these issues. Suddenly utilization of your train can go up because you've decoupled train utilization from train station parking. In addition, train utilization isn't so dependent upon close distance to the station. Now, you can build a transit station and allow it to organically fill in instead of getting killed because it's an expensive money sink for 10+ years until housing builds around it. etc.
Sure, you should be able to take a bicycle from the station; that's not how the US is laid out so you have to deal with what you are stuck with today. Sadly, this isn't the old days where everybody works at the mill and dropping a station right there gets you 80% of the population; you have to put that station in and wait a decade while things adjust.
Waymo gets you across the interim while the mass transit convenience transitions from poor to something useful over multiple decades.
I wonder how much that sentiment is that based on steampunk and 1880's nostalgia?
and thats a policy decision rather than a commercial one
That might be an unintentionally excellent analogy, because like a Band-Aid, self self driving cars have the potential to heal the urban environment. The widespread adoption of self driving cars doesn’t take cars off the road, but it does reduce the reliance on destination parking. Entire city car parks could be replaced with medium density residential, substantially increasing density and paving the way to walkable cities.
That's buses. Even more with electric buses. They are insanely subsidized by public. Robot taxis are vastly cheaper for everyone.
Similar to alcohol prohibition and methanol poisoning.
It sounds like they're going to leave that behind, at least for the foreseeable future. A $300 million cut will probably lead to a death spiral in ridership.
An alternative view of this is the majority of voters are expected to reject a tax increase in the upcoming elections, in a state that elects a supermajority of Democrat legislators.
https://ballotpedia.org/Oregon_Referendum_120,_Increase_to_G...
People here keep asking why do tax payer needs to pay for incompetent politicians' mistakes. Then when Oregonians did something, the same people blamed them. Are you people high?
> A "no" vote repeals five sections of HB 3991 related to tax and fee increases, including increases to the state's gas tax from $0.40 to $0.46, payroll tax for transportation from 0.1% to 0.2%, and vehicle registration and title fees, with revenue dedicated to the State Highway Fund for transportation funding.
> They are voting to give themselves a pay raise
A no vote would mean they earn the same they did before they vote. Earning the same is not a pay raise.
No it didn’t. Bus rides cost $2.80 in Portland.
I don't give a fuck if it's free, if it's inaccessible. I'm not crossing SE Foster on a rainy evening to catch a bus that won't take me home afterward.
Sorry to nitpick, but why is the next month's ballot (and in general the issues that have not been voted on yet) affecting current service?
from the Oregonian article I linked
The service changes take affect in August, in large part because they can no longer expect the funding for them to exist by then.
> “The agency’s current position is that they have to cut service now to avoid worse cuts later, although worse cuts may be coming later anyway,” Walker wrote.
from the Mercury article I linked
I think a more plausible reason is, "withdraw the services now to get people who want that spending and that service irritated, and therefore more likely to get out and vote for it". Keeping service in place till the vote might supress the vote through complacency.
I'm not passing a value judgement on this top-down pressure on the electorate, governments should in theory be neutral and uphold current law, but governments are populated by politicians, and politicians who advocated this still want to advocate it and give it its best electoral chance. In a like "up is down" sense, people who favor cutting this government expenditure should favor the early cuts, they save money... of course, they don't, just sayin.
Am I misremembering, or did they just drastically expand it?
Oregon, and Portland in particular, suffered a lot economically after covid due to overprotective laws banning operations. A lot of companies went out of business, people moved, and tax revenue plummeted. Growth since has been slow due to hostile laws. TriMet cuts are due to poor city and state management, which frankly doubling payroll tax would exacerbate.
That's absurd. Waymo exacerbates the problem. It doesn't provide public transport.
You get unlimited travel for $100/month on Trimet. You think Waymo is going to cost anything close to that?
Only because the government is subsidizing 90% of TriMet's operating costs.
It might be interesting to see what sort of system Waymo could build with a similar subsidy... but that's never going to happen.
That's like owning a train system and not paying for the tracks. Yeah... that's a huge part of it.
There's also indirect subsidies, for example the cost of land and housing. Cars are extremely space inefficient, so they encourage poor urban design that results in huge amounts of land wasted.
Well... the land and property that's left is then inflated in price. You could consider that cost difference as a subsidy to all drivers.
I actually live in Portland, and Waymos are going to be a massive improvement over the chronically inattentive, unskilled drivers around here. Waymos aren't glued to their phones at intersections. That, alone, is 70% of all pedestrian crashes caused by human drivers in Portland.
just a point of clarification, the term "payroll taxes" refers to Social Security and Medicare taxes that are applied to your paycheck; you don't pay them, self-employed and employers pay those. Wage-earners do not pay them directly, but do collect the social security and Medicare benefits that they pay for later in life, so in that sense it's something of a deferred bonus to workers.
Everybody also pays income taxes which are a separate set of taxes, and they are equally hated by all.
"payroll taxes" are called that because they are applied to payrolls of people who pay payrolls. Payroll taxes would not pay for things like mass transit.
In Oregon, TriMet is funded by a payroll tax: https://www.oregon.gov/dor/programs/businesses/pages/trimet-...
> The Oregon Department of Revenue administers tax programs for the Tri-County Metropolitan Transportation District (TriMet). Nearly every employer who pays wages for services performed in this district must pay transit payroll tax.
> The transit tax is imposed directly on the employer. The tax is figured only on the amount of gross payroll for services performed within the TriMet Transit District. This includes traveling sales representatives and employees working from home.
If a tax is a function of the worker's income, it doesn't really matter (except for nominal terms) whether the worker or employer pays the taxes, the economic effect is the same. Who actually bears the burden of the tax ends up determined by the price elasticity of supply/demand in that labor market, and is not determined by who is on the hook for the literal payment.
yes, I took a lot of micro (and macro too for that matter) but if what you say were true, neither political party nor activists would go on and on about taxing "corporations". You should direct your comments toward the parties that do that. But of course, you would get downvoted because the parties that do that don't want to hear otherwise. That's what I was doing, trying to explain ecomonics in ways they'd be receptive to, because telling people how things work is always a good thing even if they are not ready to go all the way.
also, in terms of pure micro, indirectly taxing things is never as efficient as directly taxing them, which you are not accounting for. The inefficiency tax in the form of "lower overall employment" is not easily measured even though we know it's quite significant and as impactful as "well this tax averages out the same" when it's not the same.
If you are self-employed, you have to manually pay the tax because there's no employer wage to automatically deduct from.
A quick search could have resolved your confusion before commenting nonsense.
the main reason for the distaste is that self-employed people generally fall in the class of people who do a better job preparing for retirement, and the govt old age/retirement systems are not intelligently run, it's more like "money under the bed" that gets raided to pay the current generation of old people rather than being saved not saved for the future. That same money in a private insurance account would offer the better returns as investment accounts do.
the reason the retirement funds are set to go bankrupt is that there are a lot of baby boomers. This is not the baby boomers fault, when govt retirement programs were set up back in the depression era, it gave pension eligibility to people who had not paid into a retirement system, paid for by current workers, and that can kept getting kicked down the road. I don't think anybody wants to see penniless old people, they simply want a government that plans ahead and doesn't keep kicking the can down the road, and doesn't raid pension monies to use as "free money" to pay for other government pork.
Like others, my biggest objection with it was their approach to scaling. Tesla aimed for the vision-only general solution with FSD, while Waymo held strong to its LIDAR-first geofence strategy. I held this opinion before using Waymo, as it wasn't available in my city (Houston, TX).
I've used it several times after being invited into their Early Access earlier this month...and, wow, I couldn't have been more wrong.
Waymo drives incredibly well. Like, INCREDIBLY well. Tesla FSD v14 drives well too, but Waymo feels more confident in edge case situations (of which there are many in the city driving space) and, well, I can be on my laptop or whatever during the trip.
Ironically, Waymo pushed me towards using public transit in Houston, so it's incredibly sad to read that this expansion is happening as Portland's public transit system is getting defunded. The time and mental sanity I've gotten back from not driving has been immense and undeniable. (It's weird how "bus-pilled" I became after my first few Waymo trips given that I grew up in NYC taking the bus and subway all of the time.)
All that said, based on how slowly Tesla is scaling their (inexcusably much more nascent) Robotaxi offering, I don't think ANY of our cars are going to get "unsupervised" FSD with the hardware they were shipped with.
If they were serious about being close to cracking FSD, they would double down on their auto business. Them killing their flagships (Model S/X) and investing their time on Optimus instead strongly suggests that they probably won't make it. (They did finally online their Semi production line, but I have my doubts on how well that will do.)
Portland is a tough place to drive, lots of edge cases, so a good test case for Waymo.
Having said that, as good as Waymo might be, I'm still concerned about the effect on public transport, which I use when I can. We're in the suburbs but it's good for getting downtown (no parking to worry about) and to the airport, which unlike many US cities is served by rail. We're don't live near a light rail station (wish there were more of them!) but we park and ride. I wish more people would do that, but Americans are obsessed with single car transport and the cities are designed for that.
For anobody observing it from the sidelines, it was obvious for the past 3 years at least, that Tesla will not achieve real unsupervised FSD with HW3, and now it's also obvious it will not be wiht HW4. It's also obvious they are very well aware of those facts, despite lying to investors and customers for the past 10 years.
Maybe that's why they pivoted so hard into Optimus (at the cost of their auto division).
https://www.drive.com.au/news/byd-launches-driver-assistance...
Can't vouch for its quality since it's notoriously difficult to get reliable safety data on Chinese self-driving, but I'm reasonably sure these are the first widely available consumer vehicles with LIDAR, which is already a massive improvement on Tesla's myopic camera-only insistence.
I’m not saying cars shouldn’t ever exist. The ‘last mile problem’ is a thing, and proper self-driving cars could be good for part of that (especially after a train and bus if you have lots of stuff). But you want to sleep in a vehicle with lots of storage space while driving across the country? That’s called a train. Nothing new needed.
Step 1, get to the local train station in my town. There are 6 trains daily between me and Portland. Also, amtrak on the cross country trains requires the bikes to be in a box, in storage cars.
So I gotta get a large bike box, and get myself, my bike, the box, and some tools to break it down to our local amtrak station. Then partially dissasemble the bike, and box it. (of course, our train station has room in it for 5-10 people, and most sit outside, uncovered, which is fun in spring.)
Then, get to the main Portland Train station, with my bike box, and backpack with my stuff and tools. Wait up to 9 hours for the hawaitha train. (its often many hours late, and only leaves once per day).
Load Bike in cargo car, and then board train late at night.
Wake up around 5am, (or later, if train is behind schedule) and disembark at Glacier, re-assemble my bike. Figure out how to get it, and the box (i'll need it for the return trip) to a hotel or AirBnB.
For the return trip, its about the same, 1 daily westbound train, that is usually hours late, then hope you get to portland before the last train for the day leaves for my town, or else find a place to stay with a bike, backpack, and bike box in the sketchy area around the trainstation...
Or, hop in a car with a bike rack, and drive 10 hours. Which is easier, and MUCH cheaper if I split the cost of gas with someone else. So 2 extra travel days back for vacation, and much less stress.
As an American, it's far easier to imagine autonomous robot driven road trips than it is to imagine a government that is competent enough to build passenger rail networks.
But one huge factor that you have to contend with is the randomness of the tragedy of the commons problem on public transport / shared transport. A train journey can be blissful to sleep on right until a loud group gets on and sits across from you and there's no seats available to move.
I think this is something that can't be overlooked, especially if you're talking about something like a short trip where if you don't sleep well en route, quite a large proportion of the trip time is going to be affected. Having a private vehicle where you can guarantee control of your environment is a really huge plus.
Trying to take something like a windsurf board on a train, and then having to navigate multiple train changes along with whatever other baggage you have makes it a non-starter.
The "last mile problem" you mention is unresolved when it comes to getting from the closest public transit stop to the actual destination (frequently in a park or even off road).
And finally, the final cost to the rider would be significantly higher, as sleeper trains are not cheap.
I think America could do quite well if it focused on public transit in and between densely populated areas. Fewer cars in cities could make for denser cities, which in turn could allow for even more public transit. But outside of population centers, America is much more spread out than Europe, meaning that trains are less economical, and often wouldn't get the ridership that would allow them to make sense.
No public transport system that remotely makes any kind of economic sense, either in terms of infrastructure or operational cost, can replace the established network topology that exists for cars in the US. The connectivity is much more like a mesh than a hub-and-spoke model. Even though the US has a strong regional jet system that connects arbitrary nodes in that graph it still doesn't entirely avoid the "last hundred miles" problem.
A lot of American long-distance travel is not between two big cities. Even in Europe, similar kinds of routes have no train service and limited bus service.
That's a $41/month subscription every citizen's paying no matter what. When we're pulling cash on that volume from everyone's pockets to build lavish infrastructure literally up to people's doors (vastly more road square footage than housing+school square footage combined), of course folks are going to say "nothing compares" -- because nothing does compare. Which stinks (imagine if we'd focused a century of spending on rail at rates like that; damn), but it is what we have at the moment.
I want to move on my schedule and convenience, I don't want to have to warp my day to day around someone else's departure schedule.
I love the confidence with which you give your answer though! Europeans famously underestimate the American West, which is why they often get into serious trouble (or die[1]) at alarming rates out here.
https://en.wikipedia.org/wiki/Killing_of_Debrina_Kawam
https://en.wikipedia.org/wiki/Killing_of_Iryna_Zarutska
https://www.cbsnews.com/newyork/news/nypd-men-pushed-subway-...
So, let's say you take public transport from SF to Yosemite/Los Angeles. Now, how do I cover the last mile (or even multiple points)? Take more public transport? Hitchhike?
The reason long-distance public transport works well in Europe is that there is good local public transport in both the source and the destination cities. When that does not exist, you are better off driving.
I love rail but it is a convenience / luxury mode in many cases, and should be complimentary to car travel, not replace it.
Amtrak could do the same thing but because of how Amtrak is organized in not sure that it would be possible. Most of the current Waymo geos are not connected by Amtrak directly and require transfers.
It's an electric car, so carbon emissions are low.
Most of the route will be in rural areas in the middle of the night, so the impact on traffic will be minimal.
As for the cost to build and maintain the roads, they are already needed so rural areas are accessible. Wear and tear on roads and bridges isn't much of an issue since heavy vehicles like trucks cause massively disproportionate damage[1]. (A bus might actually be worse than the equivalent number of cars in this respect.)
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[1] See https://blog.ucs.org/dave-cooke/trucks-cause-the-lions-share... . Some studies show that damage varies with the fourth power of axle weight.
One of the famous sleeper trains in Europe (Nightjet Vienna-Amsterdam) is often booked out weeks (sometimes months) in advance, costs as much as a plane ticket + hotel room or more, and you have a decent chance of being told (as you show up in the evening) that unfortunately one car is missing tonight and you have the option of a full refund (screwing up your entire trip and having to book a last minute plane ticket), or you can take a 50% refund on your 255 EUR sleeping ticket and spend the night sitting in the shared seating part on a seat that would have regularly cost 35 EUR. This was something that on some routes was happening routinely for over a year [1].
The night train from Switzerland to Malmö was cancelled (after tickets had already been sold) because the Swiss government decided to not subsidize it.
Trains like this offer zero flexibility (you have to book a specific train weeks in advance), go where they go which is a very limited route network, and even in Europe with all the environmentalists, rail networks, shorter distances, and massive government subsidies, they don't seem to be able to run them very frequently or on many routes.
Calling them equivalent or a replacement for self-driving cars (which would take the passenger where they want, when they want) is disingenuous and isn't going to magically convince people.
[1] https://www.srf.ch/sendungen/kassensturz-espresso/espresso/f...
That being said I’m in full support of metros for large cities and high speed rail between major cities but it’s hard to beat a domestic airline you can show up for an hour before it leaves at an airport and gets you there 10x faster for anything other than the shortest trips.
"When I go I want to die in my sleep like my grandfather. Not screaming and afraid like the passengers in his car"
Humans and Control System Models need feedback to operate, and worse still... when any input into the vehicle's controls produce zero results, you will spin out.
My concern with a model in these conditions is that it wouldn't recoginize the fact that other cars were in the ditch and that it should probably slow down
You couldn't see anything. As soon as there wasn't a car 20 yards in front of you, it was a complete whiteout. Ice built up on the wiper as quickly as you could possibly reach out of your window and clear it. Radar would probably be nice, but I don't think it'd be enough to keep driving. The cameras and lidar would be an absolute wreck.
I'm sure we'll get there eventually, but that is really the final frontier for AI driving I think. Waymos aren't even allowed to drive in a snowstorm right now. I suspect that you'll be dealing with Caltrans closing the pass for the rest of your life.
Even if you also have good winter tires on, if your level of "caution" could be best measured as normal to high, sometimes it's a judgment call on when you want to pull off to the shoulder for 45 seconds to let a bunch of vehicles behind you pass. I'm not sure this is something any automated driver has been configured for. Or just generally to deal with driving when the road condition could best be described as "two only partially visible ruts in the snow where the tires of previous vehicles have driven, with snow in the centre".
Same thing in somewhere with a climate like upper Michigan or in Maine.
I love Waymo in other cities, but it'd be especially helpful here during the 1 day every other year that we actually get any snow ... if we ever get snow here again.
The second-order effects of that could be pretty wild. If people stopped owning their own cars, we wouldn't need houses with garages and driveways. It'd favor dense development with loading zones rather than parking spaces. It'd also be a big boon for EV adoption since the cars are all owned by one corporate owner and all go home to a centralized depot to charge at night rather than needing to retrofit EV chargers onto everyone's living situation. (Indeed, Waymo runs an all-electric fleet.). There'd be a premium on very reliable powertrains, since the cars might easily put 60-70K miles/year on them instead of the 10-15K that is typical of passenger vehicles. I dunno why Waymo went with Jaguar instead of Toyota, but perhaps "EV" is the explanation. Cars would wear out in 3-5 years instead of lasting for 15-20, and so you'd always have the latest hardware and technology on the car.
All the money we spend on traffic enforcement would become pointless, with audits of the software becoming a more effective use of dollars instead. But that blows a hole in many small local PD's budgets, many of which use speeding and parking tickets to raise revenue. Municipalities would likely find themselves powerless at regulating Big Self-Driving Rideshares.
The third-order effects are interesting as well. Once all cars on the road are self-driving, why not have them draft each other and physically link up to improve power efficiency and safety? You might even call such an arrangement a "train", blurring the line between road and rail transportation. But then, if you've got docking and linkage mechanisms, why not put the boundary between the electronics & powertrain and the passenger compartment, like the Rivian "skateboard" platform? You could return to private ownership of the passenger compartment - where, after all, some people like to store all their junk - and then have the rideshare own only the means of locomotion. Then you could extend this to other forms of locomotion like elevators, airplanes and ferries, so that your passenger compartment could just drop down an elevator shoot, onto a waiting self-driving car, which links up with others to become a train, takes you to the airport where you're loaded onto a plane without ever having to board, and then your pod deplanes and a self-driving car takes you straight to your hotel, where you now have transportation to wherever you want to go.
The future looks an awful lot like intermodal containers for people.
So a Tesla?
As for autonomy, Waymos have LIDARs which at least provides more redundancy.
I see these as different design tradeoffs so no judgment implied.
$10K for full autopilot on Tesla in 2018 was essentially a fraud. I have since then learned not to trust anything Elon says.
So a Tesla? I think your dream is pretty common, since they make the most popular vehicle in the world
[1] https://www.azfamily.com/2026/01/08/waymo-passenger-flees-af...
I would be curious to compare stats of 100,000 hours of human drivers getting stuck on grade crossings or doing something dumb, such as trying to drive around crossing barrier arms, vs 100,000 hours of automated driving. I would bet the automated driver does a lot better.
I recently saw a video from (I think not Phoenix) of 3 waymos that were next to each other blocking traffic in an intersection, refusing to move, because they were facing a traffic signal intersection where the signals had reverted to blinking red mode. Humans who paid attention when learning to drive will understand this means the intersection has reverted to a 4-way-stop due to the traffic signal failure.
The problem is that multiple red lights were blinking in view of the waymos not in sequence with each other, so the waymos interpreted it as a alternating-blinking red railroad signal crossing, and all of them refused to proceed, even when it was their "turn" in a 4-way-stop arrangement.
What's the hot fix for this? Are they just stuck until a tech can physically go out and reset and move them? Or can someone in a office somewhere remotely get alerted, look at the video feed/data, and override it with instruction on how to proceed?
Silly stuff like this happens all the time even with human drivers, I feel like the important piece when hearing that the technology encountered an issue is how long did it take to resolve?
It's a big operations challenge, and hope Waymo (and everyone else TBH) get it smoother and smoother.
For Waymo, it's this one.
Waymo. Slightly better than an irresponsible alcoholic. As long as the maps are up to date.
That is already a huge jump from two cities a year.
You can drive, on the highway, from San Francisco to San Jose, two cities that are about 50 miles apart.
I suppose you mean something more "road trip-y"? Interstate, not intercity?
Although I like jobs for humans, I hope these aren’t all just set on fire because there is promise in reducing fatalities. Want to find a way for offline vehicles that can go 65MPH to remain legal though. Without Flock every block either unless we (in USA) forget what the whole USA thing’s about.
Edit: @Waymo would LOVE to see an industry-leading privacy pledge so good the EFF slaps their logo on it (even caveated), also your engineers are amazing
I report these issues in the app whenever I do take a Waymo, so hopefully they'll get better.
The one to ride is Zoox though. They have limited deployment but their vehicles have no steering wheel, it's like a gondola ride to your destination.
With all other apps, it feels like 50% of drivers just sit there waiting for you to cancel. I can't rule out that it's a bug with the app not showing updated locations in some cases (I've had an Uber show up even though the web app showed it three traffic lights away), but "actually gets me where I need to go in a timely manner" is a key feature and when "RIDE AVAILABLE, 3 MINUTES" turns into 7 minutes as soon as the app is done searching for a driver, and that turns into you having to cancel 5 minutes in and try again, the platform becomes useless.
Doesn't matter.
At this point, if the US doesn't lead, China will.
They have a massive population imbalance that they can only crawl out of with automation. Someone is going to have to drive around all those seniors. Once it's a proven model, it'll spread to the rest of the world.
(Taxis/rideshares) are dangerous, drivers harass you, etc. Ours are so amazing, people love them.
The reality is that I have zero problems with rideshares (or taxis, when I'm someplace that still has them). Being a social animal like other Homo sapiens, interacting is a positive but drivers have no problem giving me peace. I'd much rather have the intelligence and flexibility of a human who can communicate, adapt, and solve problems.
> your engineers are amazing
They say the same about you!
Def interesting seeing complaints about drivers not showing since early days Uber pax (in SF) loved getting rides to outer neighborhoods without needing to lie about their destination.
Offline/human-operated/assisted vehicles could remain in the competitive mix to ensure we don’t get screwed again.
There is also no reason to compete with Uber/Lyft on price because they are just leaving money on the table. When Waymo first launched, we saw them try to undercut (Waymo was about 20% cheaper than Uber/Lyft) but now it's about 20% more expensive. People are willing to pay extra for Waymo, so why would they charge less?
The margin on each Waymo ride is currently very, very high. I don't expect Waymo to cut prices until real competition arrives.
Waymo passed 200 million driverless miles in February. If we optimistically assume they're up to 300 million miles now, and every mile was paid for at $10 per mile, that's $3 billion in revenue since they launched. In that same time, Waymo has gotten $27 billion in funding. Of course they haven't spent anywhere close to that amount, and they are optimizing for faster rollout rather than profitability, but the finances aren't as gleaming as one might expect.
I'm sure Waymo will figure out ways to reduce their costs over time, but right now I think they're charging pretty close to what they need to break even.
What matters most are marginal costs (i.e. how much does it cost for Waymo to add 1 more ride). Looking at marginal costs, Waymo takes in more money than it spends on each ride, so projecting outwards when Waymo operates a large enough fleet, Waymo will be profitable.
Uber/Lyft run enormous fleets of ~2 million vehicles in the US, and that's how they are able to maintain profitability. They can spread their engineering and management expenses over millions of rides.
---
Doing my own math, the marginal costs for Waymo are:
Revenue: Each Waymo vehicle brings in ~$50/hour
Expenses: Waymo must pay for
* Assume the cost of a vehicle is $100k
* Amortized depreciation of the car (assume vehicles need to be fully replaced after ~250,000 miles, vehicles average 25 miles / hour, vehicles need to be fully replaced after 10,000 hours, cost is $10/hour)
* Maintenance (Assume the total cost of maintenance is an additional 25% of the vehicle price, vehicle price is $100k and vehicle lasts 10,000 hours, cost is $2.5/hour). This is likely an underestimate, I didn't model the cost of a mechanic, so this could be as high as $5-7/hour.
* Support (assume 1 support agent can support 10 vehicles, Philippine support agent costs $10/hour, so amortized $1/hour per vehicle)
* Cleaning (needed daily, costs $1/hour per vehicle)
* Datacenter compute for vehicle coordination ($0.50/hour per vehicle)
* Electricity (Assume $2/hour)
10 + 2.5 + 1 + 1 + 0.5 + 2 = $17/hour to operate a Waymo.
In conclusion, the marginal costs for Waymo is very profitable.
I looked up the numbers - the estimated Uber/Lyft cost per mile in SF is ~$4.50/mi, and Waymo is trending around $1.40/mi (estimated 2025 number).
Or less depending on how you tip.
Exact same reason why Uber and Lyft were considerably cheaper than taxis in many big cities when they first launched (eg: Lyft in Seattle in 2013/2014), running at a loss, and the pricing has now incrementally grown to become the same as, or even more expensive than traditional meter taxis in some places.
That said, it doesn't really matter if they're cheaper as long as they're comparable.
The cars are newer and nicer (for now), they're almost always cleaner since they can rotating one car out for cleaning doesn't mean the driver is losing earnings, they're better drivers than the average ride-share driver, you don't feel the need to tip, and I've multiple of my friends who are women call out that they feel safer in them because there's no risk of the driver being creepy (or worse).
I don't think Waymo is trying to win on price right now. I think as long as they just stay somewhat competitive on that front the other benefits will continue to draw in customers.
If we're in a world where human driven Uber's are $30, you're right that Waymo probably won't charge $20 just to be nice, even if it only costs them $10. They might charge $20 though if their data shows that it would 10x the number of riders or if they're also competing with another autonomous taxi company.
(nobody would confuse me with an economist!)
The driver cost is of course the big saving. And they need breaks as well and don't drive 24x7. A robo taxi only has down time when there are no rides, or for charging and maintenance/cleaning.
Mostly what Waymo is doing currently with customized vehicles is not actually super scalable. But it helps at their relatively small current scale. You wouldn't design a custom vehicle + factory for their current growth rate. That becomes more interesting when they start scaling beyond tens of thousands of new vehicles per year. They are probably in the lower thousands currently.
I think they raised close to 20-30B so far. They say they are doing 500K rides per week. At 15$ per ride that adds up to ~390M/year. That's revenue, not profit. But if they could 100x that by rolling out to more and more cities and larger and larger areas, it's going to add up to annual revenues that add up to more than what they raised. That's not going to happen overnight, obviously. But they seem on a path where they are scaling, optimizing, reducing their cost, and growing.
The risks here are mainly that they won't have the market to themselves. Others are doing robo taxi's too and if any of them starts scaling faster and cheaper, Waymo could hit some growth issues. Also, with multiple companies competing, prices per ride would eventually go down. The next five years are going to be interesting.
It's wierd to see this fantasy of machines on HN, of all places - that they have no downtime, no additional costs - it's only a savings from employing people), and (not said here) they don't make mistakes.
Lots of machines have far more downtime and cost than people. Many have more maintenance hours than operating hours.
Engineers design a road for 55. Police say make it 40 for $$ and pretext. Public says make it 60. Karen says make it 30. Politician says they don't care as long as Karen stops screeching, the public doesn't hate them and the police doesn't hate them. End result ->45
Refactoring the humans out would only change a couple of the less influential inputs to that equation. It might actually make it way worse if the public loses interest.
Not always.
I think a lot of time, speed limits are set based on the expected amount of traffic, not the curvature or the road. For example, I-5 in the Portland area south of the OR-217 interchange has extremely gentle curves. You could take them at 100 mph and not risk losing grip.
Yet the limit is 55 mph anyways because that area is expected to have considerable traffic, with traffic merging on and off. The limit is kept low to keep collision speeds low.
But if every car was autonomous, that wouldn't be necessary. Autonomous cars can be far more cooperative than human drivers, even without inter-car communication. It's 4 lanes wide. We could let that left lane go 90 mph for the cars that don't need to be exiting any time soon, while the right lane travels slower because cars are either merging on or off. Human drivers suck at this kind of arrangement because we have slow-pokes that think "The limit is just a limit, I don't have to go that fast" and go 5 under the limit in whatever lane they feel like, combined with others that think being overtaken is a personal insult, people that think their lane is a birthright and don't let people merge ("I have to tailgate or else people get in front of me!"), and other toxic human behaviors.
Take the human out of the equation, and we can easily go faster than 55.
Can’t stop until cross traffic can simultaneously use intersections all at 100 miles an hour with inches to spare
if driving was a privilege
and not treated as a de facto right,
only withheld as a last-resort due to the curse it can be in the US.
That is, of course, tremendously challenging. It's impractical to look at a job performed by millions and just saying "well fix capitalism" when eliminating the jobs. But it's still the right solution. There shouldn't be gas station attendants, there shouldn't be redundant bureaucratic figuers and managers, and, when possible, there shouldn't be millions of paid car drivers.
Ehh, I’ll stick with the original:
“I like jobs for humans”
Perhaps other pathways to income/wealth accumulation & fulfillment are even better! As it stands I think we could read it as “I like humans“.
https://www.oregonlive.com/business/2026/04/self-driving-car...
> Hannah Schafer, communications director for the Portland Bureau of Transportation, said Waymo is welcome to map out the city streets.
> “All they’re doing right now is basically taking pictures. Taking pictures in the right of way, anyone is allowed to do that. That’s not something that we regulate,” Schafer said.
> However, she said the city would regulate the testing and driving of autonomous cars.
> “No one can drive driverless vehicles in Portland without a permit,” Schafer said. “That is not allowed.”
...
> Portland fought vigorously with Uber over the terms of its local arrival a decade ago and a battle is already brewing over Waymo. Portland council member Mitch Green staked out his opposition in January, telling constituents on Bluesky, “You should know I don’t support that.”
...
> Oregon legislators considered a bill earlier this year that would have set statewide rules for self-driving cars, and would have prohibited local governments from imposing blanket prohibitions on autonomous vehicles. The bill died in committee following opposition from local governments.
You can drive a lot of busses for 22 million a year.
I use the train a lot in Portland and I would not endorse something so expensive.
These incidents haven't made me fear, because I am a relatively big and tall male, but they _definitely_ will for others. And even then, they aren't pleasant.
You simply don't run into those things often on trains/subways in Europe (I lived in Spain for a year and traveled extensively in Europe during that time, and on other europe trips prior). So fix those issues, and then I am sure people will want to ride the rails.
Not everyone who fare evades is unstable, obviously, but the article suggested that a high proportion of the unstable were fare evaders, so their reduction was an unexpected corollary benefit of the new gates. (I assume this would conceptually clash with the effort to make public transport free.)
Curious to hear from anyone with recent NY subway experience with thoughts to share on this.
As a solution, "get MORE people onto the trains" seems less optimal than "get fewer drugged out homeless riders onto the trains".
> As a solution, "get MORE people onto the trains" seems less optimal than "get fewer drugged out homeless riders onto the trains".
You dont have to do one thing. It’s not an either or. You’re statements are coming off as mentally ill and illogical. Should we send Daniel Penny after you?
Streetcar is more susceptible to being stopped because someone parked over the white line, but with 20 minute headways it takes longer to cause a problem.
So one year of revenue buys ~2500 cars at those prices, which is roughly the size of their fleet (~3000 according to Wikipedia). It seems plausible that newer cars will be cheaper as designs get optimized, economies of scale hit and what used to be really expensive cutting-edge hardware becomes commoditized and goes down in cost over time.
They certainly also need support including contractors that assist cars that get need human input, maintenance etc. and the electricity for the cars isn't free either, but just based on these numbers, it sounds like they are likely close to being profitable if you ignore R&D.
If you assume $10 a ride, and a car giving 3 rides an hour for 12 hours a day, that's $360 in revenue per car per day, close to the $320 you'd get from $350M/3000/365. That means each car pays for itself in about a year (ignoring all other costs, of course).
Based on this and the assumption that cars last for more than 2 years, I'd guess that Waymo is only "unprofitable" (not sure how this works in accounting terms) due to ongoing R&D and expansions and there really isn't much more to "subsidize".
I will feel so secure and private being recorded at all angles in a car I don't own and can't sue.
"Waymo: ‘no plans’ to use in-car camera data for targeted ads"
(https://www.theverge.com/news/644770/waymo-interior-camera-a...)
OK there might be some problems with this idea. But if I'm paying with credit card and it's attached to my name, they should be able to rely on the next passenger to report if I've damaged the car, right, and they could stop recording me?
Heck they could provide a camera with a physical cover that makes a 90 decibel sound when it opens, and it could check the car in between riders. "promise no peeping" definitely not good enough when minor physical hardware privacy measures are so inexpensive.
This is even worse in an Uber where the drivers can put cameras anywhere and do anything with the recordings.
And the people in the Philippines who can intervene in the "self" driving can comment on your bodily features if bored.
I think a lot of people are starting to realize that despite years of doom-and-gloom finger wagging about privacy, their lives have never actually been negatively impacted by the horrors of targeted ads and, if anything, are materially improved (free internet search engines, free email, free social networks, and so on).
This also intertwines with the coordinated ID push for many social media networks. It builds an effective framework to target anyone. Trump casually designates people "terrorists" already.
Waymo microphones are only activated when you contact support.
Do you think Google is lying about the microphone?
Because nobody is forcing you to take a Waymo? I dont think it is as hard to understand.
Its like saying "You dont understand why people arent more upset about spicy food because your stomach cant handle it.."
Portland will probably be a great testing ground for them because generally speaking you have a lot of tech curious and tech averse people here living together. When we got electric scooters there were both tons of people using them and a lot of people throwing them in the Willamette. Pretty big artistic community that doesn't look kindly on AI right now. This has no real bearing on Waymo's success, but I'll be interested to see how they navigate the PR part of it.
1. Caused rideshare pricing to skyrocket, resulting in
2. way fewer people taking rideshare trips, so
3. drivers end up making less than before, and
4. when you do take one, 95% of the time the driver pulls up two blocks away and plays chicken with you to capitalize on the minimum wage amount while doing the least and incurring the least miles on their car.
Handshakes all around. I'm sure we have the most brilliant minds at work figuring out how to kneecap Waymo as much as possible so we can maintain this standard of service.
Public transport ridership took a massive hit with the pandemic and never fully recovered.
Waymo does not solve a public transport problem. I don't mind that it takes money from Uber, Lyft, etc., but the damage it also transfers income from human taxi drivers (what little they can salvage from Uber, Lyft) to a large corporation.
I see it as a net negative for society, not a net positive.
I'm not saying it's going to randomly speed up to 80mph and crash into a building and explode. Just that I'll finally have a chance to witness those hilarious videos in person
like, do you guys hear yourself? these are unrelated things, cities are always grappling with stuff like this, and at this point in history Waymo is expanding to all cities and will opportunistically prioritize some cities over another while continuing their total rollout
Good luck to Portland getting fucked by Waymo.
The rain will be a real test though!
...while high on marijuana and watching TikTok
> The rain will be a real test though!
Maybe, between the fog of San Francisco and the downpours of Miami, they Waymo Driver is very experienced.
I would rank it up there with mobile broadband and smartphones in terms of influence.
What will they tell the unemployed drivers? "Coal miners need to code" doesn't work any more. Become a data thief/labeler perhaps?
People should research the racist history of American cities before publishing broad, vapid, and likely LLM-generated statements like this.
If you're going to say a place has "always been a pioneer in urban design", you should take the time to acknowledge that Portland's early urban-design efforts were deeply racist and explicitly segregated.
https://www.portland.gov/bps/planning/adap/history-racist-pl...
https://habitatportlandregion.org/the-early-history-of-portl...