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Orang sering membandingkan robotaxi dengan ride-hil yang digerakkan oleh manusia, tetapi peluangnya jauh lebih besar.
Di kabupaten inti AS, ridehail rata-rata hanya ~3% dari VMT. Bahkan di SF hanya ~13%.
Berpikir lebih besar. Robotaxis akan ada di mana-mana.
31 Jul 2025
Uber/Lyft is ~1-3% of vehicle miles traveled and they feel ubiquitous.
People aren't groking what happens when you start to address the whole market.
The disruption of human ridehail is a blip on the path to the end market.
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