That is pretty dang impressive now that details are clear. I got nothing against Waymo. I go to Tucson/Phoenix pretty often, will try to get into the service one of these days.
If you get in, please share your experience. I always love hearing about the Waymo driverless experience.
Will be interesting to see how they scale in the future given differences in approach with Tesla (and same for Tesla).
Yes, it will be interesting. Waymo's approach seems to be get the FSD really good first and then expand to new areas. Right now, Phoenix seems to be their testbed for ride-hailing. They are using Phoenix not just to improve the autonomous driving but also to improve the business and customer service aspect of ride-hailing. But Waymo definitely has big plans for scaling up.
Here is what we know so far about Waymo scaling efforts:
1) Expand the driverless area in Phoenix from 50 sq. mi. to 100 sq. mi. Maybe more after that?
2) Continue to improve autonomous driving and ride-hailing experience.
3) Launch Waymo One in LA or SF. Maybe other cities after that?
4) Waymo has an order for 20,000 Jaguar I-Pace's that they can tap into when they need to increase their fleet size. Waymo currently has 600 robotaxis. An extra 20,000 would be a significant increase in fleet size.
5) Waymo already has partnerships with Chrysler, Jaguar, and Renault-Nissan to provide them with vehicles. Waymo also plans to go with 100% electric cars too. So they already have 3 OEM partnerships in place to get a 100% electric robotaxi fleet.
5) Waymo also has plans to lease robotaxis as a yearly subscription direct to consumers.
I feel like Waymo has a lot of potential to scale up fast. They obviously have good FSD and they have the partnerships in place to dramatically increase the size of their fleet.