> The collaboration with Uber gives Waymo’s self-driving technology a second path to commercialization. As Katherine Barna, head of PR at Waymo, told TechCrunch, Waymo is “building a Driver, not a vehicle.” That “driver-as-a-service” model is similarly how Waymo intends to commercialize autonomous trucks, and it means that the company can lease out its AV technology, rather than being the owner-operator of that technology.
Waymo wants to be both owner-operator of their vehicles for their Waymo One taxi service and be a “technology provider” for other ridehail companies. I wonder if the latter is a more lucrative business model. Less operational costs due to someone else running the service, ability pass on liability to them and they can just develop/maintain the tech.
i think the main goal of licencing would be less capital costs. buying cars isn't cheap, especially not at scale - licencing their tech to somebody else means every car they put on the road is $150k waymo doesn't have to spend.
but if uber spend a couple billion on cars, and lyft spend a couple billion, and didi spends a couple billion, etc, that's a lot more spend than if only waymo spends it.
From Waymo's perspective it is certainly desirable to have someone else paying for the cars.
The problem is that when others spend on it, Waymo has more leverage over them if the cars are only going to work with the Waymo driver. Perfect vendor lock-in on assets worth $150k each.
What's in it for Uber? Perhaps just a more favorable & longer term deal, but if so, they're essentially handing over the future of their business to Waymo.
Good point. That would also allow them to bring true Level 4 autonomous driving to passenger cars with sufficient miniaturization of their sensor stack.
> The collaboration with Uber gives Waymo’s self-driving technology a second path to commercialization. As Katherine Barna, head of PR at Waymo, told TechCrunch, Waymo is “building a Driver, not a vehicle.” That “driver-as-a-service” model is similarly how Waymo intends to commercialize autonomous trucks, and it means that the company can lease out its AV technology, rather than being the owner-operator of that technology.
Waymo wants to be both owner-operator of their vehicles for their Waymo One taxi service and be a “technology provider” for other ridehail companies. I wonder if the latter is a more lucrative business model. Less operational costs due to someone else running the service, ability pass on liability to them and they can just develop/maintain the tech.
[1] https://techcrunch.com/2023/05/23/waymos-self-driving-cars-w...