▲ | sashank_1509 3 days ago | |
Uber making 50B, probably means Uber is paying drivers around 200B or higher. So that is Waymo’s potential revenue in the long term as it releases in most ride share markets. I think it’s under 1B revenue now, which just shows how much growth ahead is possible. Even if we think Uber will be at least 50% market share in the coming decade, at least 100X growth is left for Waymo. This also completely ignores Waymo creating latent demand, which is wholly possible. I would for example trust a Waymo to drop my kids everyday over an Uber. |