Waymo total rides per week:

May 24: ~50K
Aug 24: ~100K
Dec 24: ~150K
Feb 25: ~200K
Apr 25: ~250K

Tanay Jaipuria

https://x.com/tanayj/status/1915827900185801045

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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Waymo cars still almost 2x the cost of a Tesla?

War of attrition vs LiDAR pricing and automotive catchup. 

Since lidars recently dropped into hundreds of dollar range - I think we’re close.

We are waiting for it :) i guess it will happen soon :))