New Data Shows Robotaxis Competing on Price—and Speed

Research from the ride-hail aggregator Obi finds Waymo is starting to edge up on Uber and Lyft in San Francisco. Tesla, which operates a ride-hail service with human drivers, is winning the price wars.

In San Francisco, people wanting to get from point A to point B have a few fairly unique options. There’s Uber and Lyft, both headquartered in the area and also available around the world. Then there’s Waymo, the Alphabet subsidiary, providing driverless rides in just a handful of US cities (coming to more places this year). Then, starting last fall, Bay Area denizens also got access to electric automaker Tesla’s ride-hail service, which operates as a “robotaxi” in Texas but as a more traditional service, with drivers behind the wheel, in California.