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trhway 12 hours ago

demand for any robotaxis will be high. Just look at the number of Uber drivers whom the robotaxis will replace. Plus leased robotaxis or personal/reserved ones - whatever shape it'd take replacing at least some percentage of personal cars.

There is only a "small" issue - to make those robotaxis, i.e. the self-driving system for them. Almost 20 years in, Google/Waymo is way ahead of everybody and is still not there yet (i believe we will get there anyday now - which maybe next year or in 10 years - especially giving all the avalanche of investment in AI. Though i'd have expected that 4+ years in we'd see a lot of autonomous platforms/weapons in Ukraine, yet it hasn't happen too yet)

bandrami 11 hours ago | parent [-]

That means a lot more capex though (as it is drivers bring their own cars) and I'm not sure how much enthusiasm there is for more of that right now

trhway 11 hours ago | parent [-]

Nothing prevents the drivers to long-term lease a robocar like a personal vehicle and send it to work for Uber during the time when they don't need it.

Currently an Uber driver can drive at any given moment only one car for Uber. With robocars, a driver can invest in 2, 3 or more robocars and send them to work for Uber. Similar to how people buy multiple properties to rent out on AirBnB.