Brandon Donnelly
Brandon Donnelly
Waymo and Lyft now have the same market share in San Francisco
In August 2023, when Waymo first launched its self-driving vehicles in San Francisco, the market shares of Uber and Lyft were 66% and 34%, respectively. By the end of last year, these market shares had dropped to 55% and 22%, respectively, with Waymo now on equal footing with Lyft. (These numbers specifically refer to rides that start and end within the boundaries of where Waymo operates and do not, for example, include rides to the airport.) So the result was low double-digit losses in marke...