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Harry Campbell 🇺🇸

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@TheRideshareGuy

Founder at The Driverless Digest. A newsletter and podcast covering the business of Autonomous Vehicles.
Los Angeles, CA thedriverlessdigest.com Joined May 2014
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Harry Campbell 🇺🇸 Verified account @TheRideshareGuy
📊 Waymo’s growth looks very different depending on which city you’re watching.

We’ve updated our analysis on @driverlessguy_, tracking Waymo’s rider-only miles across five cities through June 2026.

Rider-only miles = miles driven without a human driver. We’ve been tracking the data since mid-2024. Here’s what stands out 👇

🌉 Los Angeles and San Francisco are pulling ahead, each exceeding 15 million rider-only miles in the latest quarter. But growth has slowed, with Los Angeles at about 9% and San Francisco at 13% in Q2.

🌵 Phoenix still leads in cumulative miles, but its quarterly mileage has declined for two straight quarters.

🤠🍑 Austin’s quarterly growth has slowed to just 4%, while Atlanta grew about 20%, the fastest of any market, though it remains small. Both are gaining share of Waymo’s overall mileage more slowly, something worth watching given that both are Waymo on Uber markets and the partnership appears to be on the outs.

Read the full analysis and see the here 👉 thedriverlessdigest.com/p/analyzing-wa…
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Harry Campbell 🇺🇸 Verified account @TheRideshareGuy
100% for this. Nobody gets more work done at home than in the office lol.
Film The Police LA Verified account @FilmThePoliceLA 9h
Nithya wants to make more city workers assigned *downtown* go back to the office, in part to increase foot traffic and encourage spending at stores.

“Hey, we are going to need you to sit in traffic for 2 hours per day and burn a shit ton of gas, just so you will buy lunch downtown.”
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Harry Campbell 🇺🇸 Verified account @TheRideshareGuy
this is a great way to baseline the number of cyber cabs versus Waymo.

Went in depth with Ethan about his robotaxi tracker here - thedriverlessdigest.com/p/tracking-the…
www.thedriverlessdigest.com Tracking the Robotaxi Race with Ethan McKanna (Robotaxi Tracker) Ethan McKanna joins Harry to discuss building Robotaxi Tracker, gathering fleet data on Tesla and Waymo, and what people get wrong about the numbers
Ethan McKanna Verified account @ethanmckanna 1d
New Cybercab record in austin! 43.9 per 1,000 camera snapshots at 4pm today, almost 3x Waymo for refrence. Old high was 25.9 on halloween
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Harry Campbell 🇺🇸 Verified account @TheRideshareGuy
📰📢 The latest edition of @driverlessguy_ newsletter is out - Here are the top 3 stories:

🤖🚫 Waymo Co-CEO Says Uber App Option Was ‘Crapshoot’ for Riders, via @natlungfy and @emilychangtv. We’ve seen that early AV adopters are willing to pay more and wait longer specifically to ride in an autonomous vehicle, so the Waymo roulette in Austin and Atlanta never made much sense from a customer experience standpoint. Waymo has also shown how quickly it can get people to download its own app, so the convenience of booking through Uber may not be as big an advantage as many assumed either.

✈️💸 Zipline raises $1.5 billion to build nationwide drone delivery network, via @BenOHubbard. I’m increasingly bullish on drone delivery, especially given how quickly drones can get orders to customers compared to traditional ground delivery.

💰📝 Shelling out millions, anti-robotaxi group is D.C.’s top political ad spender, via @liamjscott. I suspect this is about more than just stopping robotaxis in D.C. As the nation's capital, it's home to many of the lawmakers, regulators, and power brokers who could shape the future of autonomous vehicles nationwide. Spending millions to influence the conversation in D.C. could have an impact well beyond the local robotaxi market.

And a number of other stories from @ryajetha, @kirstenkorosec, @ella_adams15, @ryanfelton, @christopherotts, and @MichaelaAlthou1. Thank you for keeping us updated 🙏