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Robotaxis, Mostly Waymo, Are Giving 1.3 Million Rides/Month. Why?
(03/07/2025)
No, they didn’t invest tens of billions to replace $22/hour Uber drivers or $27/hour truck drivers. The 1.3 million rides are still just experiments, to learn how people use the technology and how they value it... ...The goal is much grander. To replace most of the ground transportation industry, which today has revenues around $5 Trillion worldwide. That’s much more than even the giants like Google and Amazon and Baidu make from their tech businesses. They don’t want to replace Uber, or the cab driver, but the whole industry.
The Self-Driving Race Continues At CES 2025
https://www.forbes.com/sites/bradtempleton/2025/01/20/the-self-driving-race-continues-at-ces--2025/
(01/20/2025)
The competition to win in self-driving saw setbacks in 2024, but things were still going strong at CES. CES is not longer really a consumer electronics show—even the classic large consumer electronics vendors like Samsung, LG, Sony and more made their booths mostly about the AI they want to serve (not physically sell) you. It’s become a transportation show and the new West Hall and some of the North hall were devoted to that.