**Waymo has captured up to 27% of the ride market in SF over two years and has already surpassed Lyft in booking share. The trend is clear: autonomous taxis are gaining traction, even if they are currently more expensive than regular ones. The key point is that the scale effect and 24/7 operation will eventually reduce ride costs and accelerate mass adoption.
The Bondcap report "Trends - Artificial Intelligence (AI)" shows that what is happening in SF is just the beginning of a paradigm shift in urban mobility. Uber still maintains its leadership, but the dynamics are already changing.
Full report with 340 slides: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf
