Founder at The Driverless Digest. A newsletter and podcast covering the business of Autonomous Vehicles.
Los Angeles, CA
Joined May 2014
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📊 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/an…
Next week, we’re hosting a happy hour in Downtown Los Angeles!
With CoMotion and the LA Auto Show both in town, November is huge for mobility in LA. To celebrate, @CurbivoreNews and the @MichiganLEO are teaming up to host a Mobility Mixer and after-party in the DTLA Arts District! 🍸🌮
Come grab some light bites, drinks, and catch up with public and private sector leaders shaping the future of transit.
🗓️ Thursday, November 19, 5:00 PM – 7:00 PM
📍 Bar Americano (DTLA Arts District)
RSVP to lock in your spot here 👉 luma.com/j57mkru6
100% for this. Nobody gets more work done at home than in the office lol.
“Our current product can transfer at about 2.5 gigabits per second, which is equating to about a terabyte per hour”
Our next @driverlessguy_ podcast guest will be Jason Fiber, CEO of @VIREWIRX. We discussed the specifications of their wireless data transfer product, along with many other insightful topics 🤖🚗
Follow The Driverless Digest podcast so you don’t miss out:
Apple Podcasts 👉 podcasts.apple.com/us/podcas…
Spotify 👉 open.spotify.com/show/7CbT8I…
Harry Campbell 🇺🇸 retweeted
I got @Starlink last week for $130 a month. I spent a full day getting it installed and all my devices working with it. I get an email less than a week later saying my plan is increasing to $156. You're telling me you offer me a plan, make me drill holes in my home, and then raise the price less than a week later? Even Comcast doesn't do that. I have options luckily, but this is so disappointing.
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/tr…
Harry Campbell 🇺🇸 retweeted
Sorry Gary, you’re wrong. You can’t look at the number of seats in vehicles sold to consumers as a reliable indicator of demand for Cybercab rides.
~85% of private ride-hailing trips have just 1–2 passengers, according to a Federal Highway Administration study:
• 64.2%: 1 passenger
• 21.5%: 2 passengers
• 13%: 3 or more passengers
What percentage of Uber rides have just 1–2 passengers? The vast majority. That’s the market Cybercab is designed to serve.
Is there a market for larger Robotaxis with more seats? Or course. Larger families - especially ones with luggage - will want to use those. But roughly 85% of overall rides will have 1-2 people.
(The FHWA study included 3,518 ride-hailing trips across 15 U.S. markets)
📰📢 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 🙏
📖👀 Check it out here 👉 thedriverlessdigest.com/p/wa…
Harry Campbell 🇺🇸 retweeted
The word is out: Curbivore returns on April 15 & 16! The worlds of autonomy, delivery & mobility are quickly converging; @TheRideshareGuy & I are delighted to bring leaders to TLA for insightful talks, product launches, hands-on demos & more. Register: curbivore.co/registration/
Excited for @CoMotionNEWS LA ‘26 coming up on November 18-19 in DTLA! It brings together over 1,200 mobility leaders and 150+ speakers tackling autonomous fleets, delivery bots, public transit funding, and urban infrastructure.🚗🤖
@driverlessguy_ just partnered with them to give our community a 20% discount on tickets.
🎟️ Grab your pass with 20% off using code TDD-2026 here: events.bizzabo.com/845187?pr…
Mobility Leader passes also include full VIP access to CoMotion NXT on November 17 in Long Beach.
We're also hosting a Mobility Mixer with @MichiganLEO on Nov 19 at Bar Americano, RSVP here: luma.com/j57mkru6
Harry Campbell 🇺🇸 retweeted
The Waymo x Uber drama continues and Uber is claiming it’s actually Waymo’s fault that we don’t have an autonomous tier
Tekedra: “In the early days, we would partner because we didn’t have the scale, and in that partnering, it was a little bit of a crapshoot. Will I get a Waymo? Will I not get a Waymo?,”
“an Uber spokesperson said the ride-hail company had asked Waymo about adding a robotaxi ride option for Austin and Atlanta customers to more easily select that kind of trip, but Waymo said no.”
bloomberg.com/news/articles/…
Harry Campbell 🇺🇸 retweeted
The split will set up direct competition in those markets, as Uber has many other autonomous vehicle partners on its network.
spr.ly/6015BHLZFl
📊 Uber and Lyft are taking a smaller cut in cities with robotaxis, but riders aren’t seeing lower fares yet.
@gridwise_io just released its Q2 2026 AV Impact Report, and @BenOHubbard broke it down in his latest article on @driverlessguy_.
The report compares rideshare economics across Atlanta, Austin, Los Angeles, Phoenix and San Francisco with nationwide data excluding AV cities. Here’s what stands out from Q2 2024 to Q2 2026 👇
📉 Median platform fees per trip fell 13.8% across the five AV cities combined, while rising 19.2% nationwide. San Francisco saw the biggest drop in platform fee rate, with Uber and Lyft’s median share of each fare falling from 19.0% to 10.2%.
💸 Riders haven’t seen matching price cuts. Median fares rose in four of the five AV cities and stayed flat in SF. In Austin, fares increased 10.5% even as the platform fee rate fell 18.4%.
🚗 Median hourly gross pay, excluding tips, rose in all five cities, but that didn’t always mean higher quarterly earnings. In Austin, median hours worked fell 24.3%, while quarterly gross pay dropped 17.7%.
Read the full analysis here 👉 thedriverlessdigest.com/p/ub…
this is dumb and also not correct. You’re allowed to improve your lie by resting the club behind the ball as long as you don’t press downward.
Harry Campbell 🇺🇸 retweeted
LA is going to have a mayor who sees housing and transit as unalloyed goods, isn’t beholden to interest groups and has a history of making unpopular decisions because they’re the right thing to do. I am ecstatic
