SF on Saturday morning: a large % of Waymos are ferrying solo kids (8-14 yo), presumably to sports or other activities.
A friend told me that 85% of parents at their kids’ SF school use Waymo for kids pickup / drop off: earlier it was ~10% using Uber and Lyft.
Shows how Waymo has grown by expanding the market, serving segments who otherwise were non-consumers of ride sharing.
Though it’s expensive to build companies serving non-consumption markets, some of the best and greatest companies (SpaceX, AirBnB, etc) have and will be built creating new habits and markets.
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