Re:Waymo teams up with Jaguar to intro a new, premium self-d...
by ggg9990 on Wednesday March 28, 2018 @01:18AM
(#16695500)
20% of their market gone in a puff of smoke is no threat to Lyft?
Re:Waymo teams up with Jaguar to intro a new, premium self-d...
by wpietri on Wednesday March 28, 2018 @04:58PM
(#16701877)
It wouldn't be a puff; it would happen over a significant period, during which their other business would still presumably be growing. And it would give Lyft substantial time to adapt competitively. So no, I don't believe it's a threat.
I agree that doing 90% of possible trips could be a good business. But it's not the same thing as true autonomous taxis. And we don't have any idea what the actual percentage of achievable trips is. 20% would still be a good business if you pick the right 20%, but it's no threat to Lyft.