There is no question Waymo is a better consumer product for most trips around places like San Francisco proper.
So if you have a better product, why waste calories with membership cash grabs vs scaling your core mechanic? If there was a larger fleet, wait times wouldn’t be long— so line skipping wouldn’t be a problem.
Only conclusions I can come to: (1) Their core money mechanic (charging for rides) isn’t that attractive
(2) they cannot scale fast enough, or
(3) both
So if you have a better product, why waste calories with membership cash grabs vs scaling your core mechanic? If there was a larger fleet, wait times wouldn’t be long— so line skipping wouldn’t be a problem.
Only conclusions I can come to: (1) Their core money mechanic (charging for rides) isn’t that attractive (2) they cannot scale fast enough, or (3) both
Love to have someone steelman the argument o/w