Can you give more color on local partners? I don't think you mean Uber, like I think it was or maybe still is in Austin, but maybe that's what you mean.
And, yeah, them charging more makes sense strictly on quality of experience so a price premium makes sense, but if there is margin to be eroded and these other providers roll out more broadly the prices will end up coming down.
One other thing I found interesting here and you and others might as well... I couldn't help but give feedback about my happiness with the service overall, but my reluctance at the current pricing and I specifically said I don't need to receive a reply to my request (Waymo asks if you want someone to reply when you give feedback and I said "no"). But sure enough they replied and the gist of it was we're sorry we're not a good fit for you now because of the price and hope you'll give us another chance down the road.
I'm not sure what I expected them to say, but at this still-early hour I would've expected more nuance in reply. Would've been better for them to not reply at all given the tone of the reply they sent.
And, yeah, them charging more makes sense strictly on quality of experience so a price premium makes sense, but if there is margin to be eroded and these other providers roll out more broadly the prices will end up coming down.
One other thing I found interesting here and you and others might as well... I couldn't help but give feedback about my happiness with the service overall, but my reluctance at the current pricing and I specifically said I don't need to receive a reply to my request (Waymo asks if you want someone to reply when you give feedback and I said "no"). But sure enough they replied and the gist of it was we're sorry we're not a good fit for you now because of the price and hope you'll give us another chance down the road.
I'm not sure what I expected them to say, but at this still-early hour I would've expected more nuance in reply. Would've been better for them to not reply at all given the tone of the reply they sent.