Harry Campbell is one of my favorite online authors because he combines theoretical knowledge (how the world should or could work) with practical knowledge (how it does work). He comes at robotaxis from the human side, in that his Rideshare Guy website has been a leading resource for anyone with an interest in ridehail, whether as a driver or a rider or analyst or …. anyone.
He has recently added a separate resource, The Driverless Digest, on the topic of autonomous ridehail, and it is excellent - again, combining the theoretical and the practical. Take a look at this post, weighing the relative positions of Waymo and Uber:
I gotta say, that lead chart of his (in orange) woulda made a great Car Chart, but dangit he beat me to it! Waymo gets a lot of press (as it should) but (for now) it is staggering how much larger Uber is.
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