Manhattan’s taxi drivers should be nervous. Waymo just secured the first permit to test autonomous vehicles in New York City — conquering the one market everyone said was impossible while competitors chase easier targets.
As we documented in our robotaxi analysis, the industry committed to deploying 50,000+ autonomous vehicles by 2030. Lucid promises 20,000 with Uber. Baidu brings thousands to Europe through Lyft. Everyone’s rushing to warm-weather cities with wide streets and predictable traffic patterns.
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