Ep #6 | Waymo and Uber - Beefing? Here's What the Numbers Actually Tell You.
Uber just reported 3.6 billion rides in Q1 at a $160 billion market cap. Waymo is valued at $125 billion doing 2 million rides a month. Those two numbers are very close together. The gap between them tells you everything about where this industry is going.
Ben and Cam break down what is really happening between Waymo and Uber. Last year they launched Austin and Atlanta together. Since then Waymo has opened Miami, Nashville, Orlando, Houston, and San Antonio without Uber. Not a single new city together. The partnership that the entire AV industry assumed would define autonomous rideshare is…
The skinny
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