Waymo has shown itself more than capable of going D2C [1].
It’s actually the one case where Google’s customer service beats the competition’s. Waymo customer service is still somewhat trash. But you need it so infrequently compared with Uber, and Uber and Lyft somehow manage to make Google look like a people company, that I find myself almost exclusively taking Waymo when I’m in a city where it is an option. (Via the Waymo app.)
There is a reason even taxi companies are now partnering with Uber in places like DC.
I travel a lot between business (not as much now) and personally. I know I can land in any airport domestically and most airports internationally and can get a ride on Uber and with surge pricing someone will usually pick me up.
It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand.
> It isn’t financially viable to have enough Waymo cars on the road that will be able to handle peak demand and just sit there during low demand
Sure. Waymo can absorb the usual base load. Uber and Lyft can be peakers. This is how it works in Phoenix, LA and Miami, cities one can’t dismiss as cities “of tech bros,” I assume, given during peak hours the wait time surges to 30+ minutes.
It’s actually the one case where Google’s customer service beats the competition’s. Waymo customer service is still somewhat trash. But you need it so infrequently compared with Uber, and Uber and Lyft somehow manage to make Google look like a people company, that I find myself almost exclusively taking Waymo when I’m in a city where it is an option. (Via the Waymo app.)
[1] https://x.com/aleximm/status/1867257473671082356