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People often compare robotaxi to human-driven ridehail, but the opportunity is much bigger.
In US core counties, ridehail is only ~3% of VMT on average. Even in SF it’s only ~13%.
Think bigger. Robotaxis will be everywhere.
31.7.2025
Uber/Lyft is ~1-3% of vehicle miles traveled and they feel ubiquitous.
People aren't groking what happens when you start to address the whole market.
The disruption of human ridehail is a blip on the path to the end market.
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