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

War of attrition vs LiDAR pricing and automotive catchup. 

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

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?

I would hope Waymo long term isn’t attempting to retrofit every car but could be wrong. 

Tesla is not equipped to run same competency so it’s not apples to apples anyway

Amortize existing fleet over 5 years and increase ridership. R&D cost also amortize down and it’s just a GAAP accounting exercise for this iteration imho

Again, goes back to my original question -- when does it become unit economic positive? :)