Our 10-year agreement to receive Uber’s data gives us a unique competitive advantage. For example, we’ve already leveraged Uber’s detailed marketplace data to:
Select the city locations of our first launch;
Prioritize our development roadmap—we know what trips are most popular and where they take place (for example, rides to the airport), and what roadways are most frequently traversed; and
Develop tools to optimize our fleet positioning, including pick-up and drop-off zones.
As we expand, our unit economics will increasingly allow for price-induced market growth. When the price/mile reaches $1 (imagine a $7 trip across SF vs ~$25 today) we expect autonomous ride-hailing to become economically preferable to >70% of car ownership in the US.
