I had a similar thought a few days ago in respect of Waymos specifically: "Americans take about 34 million public-transit trips a day. Assuming 25 rides per day, that's about 1.4 million self-driving cars to rival public transport's impact. Waymo has "about 3,000 robotaxis deployed nationwide." Doubling fleet size annually–Waymos and non-Waymos, though currently they have no peers–would get us to parity in less than 10 years. (A more-realistic 35% growth rate puts us around 20 years.)"
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