Half the 72 people at Lyft's Nashville Waymo depot used to drive for Lyft, which makes the fleet-servicing pitch to displaced drivers the rare one you can divide against a driver base of hundreds of thousands.
Perspective Coverage
3 publishers
- Builder
- Builder 15%
- Operator
- Operator 53%
- Investor
- Investor 32%
Reality
- Evidence55
- Adoption45
- Hype gap+35
- Incentives70
- Confidence60
Waymo pools demand from two rider apps into a single Nashville fleet
Waymo's Jaguar I-Pace cars went live in Nashville on September 9 hailable from either Waymo One or Lyft, and the agreement between the two companies binds neither side exclusively.
Reality
- Evidence40
- Adoption35
- Hype gap+28
- Incentives55
- Confidence45
Lyft enters driverless robotaxi service as riders can hail Waymo cars through its app in Nashville
Flexdrive handles vehicle readiness, maintenance and depot operations while the Lyft app gets a Waymo when one is available. Lyft sold its own autonomy unit to Toyota for $550 million in 2021.
Reality
- Evidence60
- Adoption38
- Hype gap+18
- Incentives55
- Confidence58
Tesla registers 51 Cybercabs into a Texas fleet already running 263 Model Ys
The wheel-free car gets its production moment in Austin on Thursday, but the fleet it joins is still mostly Model Y, and the Bay Area will not let Tesla run any of it without a driver behind the wheel.
Reality
- Evidence58
- Adoption34
- Hype gap+42
- Incentives72
- Confidence55
Lyft's Waymo depot is the first real reskilling template, and it comes with a wage bill
Flexdrive's Nashville depot opens in October with about 70 staff, roughly half of them former Lyft drivers. It is the clearest look yet at what automation does to labor: relocates it, at a price.
Reality
- Evidence54
- Adoption41
- Hype gap+24
- Incentives71
- Confidence52