Are People Starting to Love Self-Driving Robotaxis?

'In a tiny handful of places...' Wired wrote last month, 'you can find yourself flanked by taxis with no one in the drivers' seats.' But they added that 'Granted, practically everyone has been numbed by the hype cycle.'

Wired's response? '[P]ile a few of us into an old-fashioned, human-piloted hired car, then follow a single Waymo robotaxi wherever it goes for a whole workday' to 'study its movements, its relationship to life on the streets, its whole self-driving gestalt. We'll interview as many of its passengers as will speak to us, and observe it through the eyes of the kind of human driver it's designed to replace.'

This week Wired senior editor John Gravios discussed the experience on the business-news radio show Marketplace (with Marketplace host Kai Ryssdal):

Ryssdal: What kinds of reactions did you get from people once you track them down, what did they say about their experience in this driverless car?

Gravios:It was pretty uniform and impressive how much people just love it. They just like the experience of the drive, I guess it's a little bit less herky-jerky than a human driver, but I think a lot of it just comes down to people are just kind of relieved not to have to talk to somebody else, as as sad as that is...

Ryssdal: Tell me about Gabe, your Uber driver, and his thoughts on this whole thing, because that was super interesting.

Gravios: So Gabe, this is a guy whose labor is directly at stake. You know, he's a guy whose labor is going to be replaced by a Waymo. He's had 30 years of experience as a professional driver, first as a taxi driver. He even organized a taxi driver strike in the days before Uber. His first, I think his prejudice with Waymo is having shared the road with them sort of sporadically, he thought of them as kind of dopey, rule-following, frustrating vehicles to share the road with. But over the course of the day, he started to recognize that the Waymo was driving a lot like a taxi driver. The Waymo was doing things that were aggressive, that are exactly the kinds of things that a taxi driver is trained to be aggressive with and doing things that were cautious that are exactly the kinds of things that taxi drivers are trained to be cautious with.

Ryssdal: Can we talk unit economics here? According to the math from a study you guys' cite, Waymo is not making a whole lot of money per vehicle, right? And eventually they're going to scale, and it's going to work out, but for the moment, even though they've gotten 11 billion-something-dollars, they're not turning a whole lot of profit here.
Gravios: Yeah, that's a big question, and the math is, even that study, based on a lot of guesswork. It's really hard to say what the unit economics are. What we can say is that the ridership rates are going up so fast that that study is already well out of date. When we were doing our chase, I think the monthly ridership for Waymo was 100,000 rides a month. By October, it was already 150,000 rides a month. So, the economics are just shifting under our feet a lot.

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