Great write-up as always Thomas. Yipit data only looks at rides in Waymo's ODD, but I calculated Waymo's market share to be 20.5% in SF, which is still quite impressive. But in LA, I calculated Waymo's market share at just 2.5%.

Details here: thedriverlessdigest.com…

Part of that is because LA is not as mature of a market, it's a more spread out density-wise, but the third and maybe biggest reason is what you alluded to in that SF is a "tech heavy, disruption-friendly market". It's important not to extrapolate early success to what I call the 'average rideshare customer' since I don't think they'll be happy to wait longer for a Waymo and pay more like the early adopters.

Will feature this article in our newsletter tomorrow - good stuff!