The Sherwood News article entitled: “It’s Tesla vs. Google in the fight for self-driving supremacy. Trillions are at stake.” examines the rivalry between Tesla (with its Full Self-Driving or FSD) and Google’s Waymo for self-driving supremacy is a high-stakes, multi-trillion-dollar battle to dominate the future of transportation and the robotaxi market.
The article features insights from Obi CEO Ashwini Anburajan:
“Pricing is the most important thing a ride-sharing company does besides managing supply,” Ashwini Anburajan, CEO of ride-share comparison app Obi, told Sherwood. “It is absolutely critical to everyone’s business, and margins are won by the difference of a dollar.”
“It’s a commodity,” she added.
The articles also quotes Obi’s exclusive Waymo data:
“Obi data has found that in San Francisco, Waymos cost notably more than Ubers and Lyfts, and passengers are willing to pay a premium for the novelty of riding with a robot instead of a human driver.”
Currently there is no published data comparing Tesla and Waymo pricing however. “Tesla’s pricing still seems very much in flux: it launched its Austin service with a flat rate of a jokey $4.20, then upped it to a jokier $6.90, and now has dynamic pricing.”
Read the full piece at Sherwood News
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