2025 Predictions with bestie Gavin Baker

3279.78 - 3305.292 David Friedberg

Uber and Lyft were 66 and 34% market share at the time. And in 15 months, in November of 2024, Waymo is now a 22% market share of rides in SF, which is the same as Lyft and Uber is now down to 55. So Waymo ate into both Uber and Lyft's market share by on the order of 12 points in just 15 months. And now they're launching in LA, in Austin, all over the country. They're already in Phoenix.