> them getting the feeling that the US truck industry has been sleeping for decades in terms of evolution
I’ve recently concluded the reason Waymo is dominating has nothing to do with automation and everything with reliability.
Both Uber and Lyft bet on maximising driver availability, even at the cost of reliability and quality. That left wide open those willing to wait a bit longer for a car that won’t cancel, won’t smell and won’t have someone who drives unsafely while on the phone. (And apparently even willing to pay a premium for it.)
I’ve recently concluded the reason Waymo is dominating has nothing to do with automation and everything with reliability.
Both Uber and Lyft bet on maximising driver availability, even at the cost of reliability and quality. That left wide open those willing to wait a bit longer for a car that won’t cancel, won’t smell and won’t have someone who drives unsafely while on the phone. (And apparently even willing to pay a premium for it.)