Founder at The Driverless Digest. A newsletter and podcast covering the business of Autonomous Vehicles.
Los Angeles, CA
Joined May 2014
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📊 Waymo’s growth looks very different depending on which city you’re watching.
We’ve updated our analysis on @driverlessguy_, tracking Waymo’s rider-only miles across five cities through June 2026.
Rider-only miles = miles driven without a human driver. We’ve been tracking the data since mid-2024. Here’s what stands out 👇
🌉 Los Angeles and San Francisco are pulling ahead, each exceeding 15 million rider-only miles in the latest quarter. But growth has slowed, with Los Angeles at about 9% and San Francisco at 13% in Q2.
🌵 Phoenix still leads in cumulative miles, but its quarterly mileage has declined for two straight quarters.
🤠🍑 Austin’s quarterly growth has slowed to just 4%, while Atlanta grew about 20%, the fastest of any market, though it remains small. Both are gaining share of Waymo’s overall mileage more slowly, something worth watching given that both are Waymo on Uber markets and the partnership appears to be on the outs.
Read the full analysis and see the here 👉 thedriverlessdigest.com/p/an…
Harry Campbell 🇺🇸 retweeted
It’s tough… you try and be a defender of LA public transit and then you attempt to use it and you wait 35 minutes for a metro line that should be turning with some regularity and it’s like, how are you meant to introduce this to people when this is the product?
This is why I could never be a real journalist.
Molly White is doing the Lord's Work calling out the grifters like faux journalist Taylor Lorenz.
Using an unproven agentic AI investing platform and trusting it to make sound risk management choices is extremely dangerous.
Don't say you weren't warned. 👇
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Wow another Uber av exec is leaving. 🤔
scoop: Danny Guo, a longtime Uber executive leading engineering efforts for robotaxi partnerships and core services for maps and memberships is leaving for an opportunity outside the transportation industry, adding to a string of recent executive departures at the ride-hailing giant
bloomberg.com/news/articles/…
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pretty sure they launched this before lol
Uber Parking is the latest example of the company offering products beyond its core ride-hailing service.
spr.ly/6019BHhCUZ
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Next week, we’re hosting a happy hour in Downtown Los Angeles!
With CoMotion and the LA Auto Show both in town, November is huge for mobility in LA. To celebrate, @CurbivoreNews and the @MichiganLEO are teaming up to host a Mobility Mixer and after-party in the DTLA Arts District! 🍸🌮
Come grab some light bites, drinks, and catch up with public and private sector leaders shaping the future of transit.
🗓️ Thursday, November 19, 5:00 PM – 7:00 PM
📍 Bar Americano (DTLA Arts District)
RSVP to lock in your spot here 👉 luma.com/j57mkru6
100% for this. Nobody gets more work done at home than in the office lol.
Nithya wants to make more city workers assigned *downtown* go back to the office, in part to increase foot traffic and encourage spending at stores.
“Hey, we are going to need you to sit in traffic for 2 hours per day and burn a shit ton of gas, just so you will buy lunch downtown.”
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“Our current product can transfer at about 2.5 gigabits per second, which is equating to about a terabyte per hour”
Our next @driverlessguy_ podcast guest will be Jason Fiber, CEO of @VIREWIRX. We discussed the specifications of their wireless data transfer product, along with many other insightful topics 🤖🚗
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Follow The Driverless Digest podcast so you don’t miss out:
Apple Podcasts 👉 podcasts.apple.com/us/podcas…
Spotify 👉 open.spotify.com/show/7CbT8I…
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Harry Campbell 🇺🇸 retweeted
I got @Starlink last week for $130 a month. I spent a full day getting it installed and all my devices working with it. I get an email less than a week later saying my plan is increasing to $156. You're telling me you offer me a plan, make me drill holes in my home, and then raise the price less than a week later? Even Comcast doesn't do that. I have options luckily, but this is so disappointing.
this is a great way to baseline the number of cyber cabs versus Waymo.
Went in depth with Ethan about his robotaxi tracker here - thedriverlessdigest.com/p/tr…
New Cybercab record in austin! 43.9 per 1,000 camera snapshots at 4pm today, almost 3x Waymo for refrence. Old high was 25.9 on halloween
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Harry Campbell 🇺🇸 retweeted
Sorry Gary, you’re wrong. You can’t look at the number of seats in vehicles sold to consumers as a reliable indicator of demand for Cybercab rides.
~85% of private ride-hailing trips have just 1–2 passengers, according to a Federal Highway Administration study:
• 64.2%: 1 passenger
• 21.5%: 2 passengers
• 13%: 3 or more passengers
What percentage of Uber rides have just 1–2 passengers? The vast majority. That’s the market Cybercab is designed to serve.
Is there a market for larger Robotaxis with more seats? Or course. Larger families - especially ones with luggage - will want to use those. But roughly 85% of overall rides will have 1-2 people.
(The FHWA study included 3,518 ride-hailing trips across 15 U.S. markets)
📰📢 The latest edition of @driverlessguy_ newsletter is out - Here are the top 3 stories:
🤖🚫 Waymo Co-CEO Says Uber App Option Was ‘Crapshoot’ for Riders, via @natlungfy and @emilychangtv. We’ve seen that early AV adopters are willing to pay more and wait longer specifically to ride in an autonomous vehicle, so the Waymo roulette in Austin and Atlanta never made much sense from a customer experience standpoint. Waymo has also shown how quickly it can get people to download its own app, so the convenience of booking through Uber may not be as big an advantage as many assumed either.
✈️💸 Zipline raises $1.5 billion to build nationwide drone delivery network, via @BenOHubbard. I’m increasingly bullish on drone delivery, especially given how quickly drones can get orders to customers compared to traditional ground delivery.
💰📝 Shelling out millions, anti-robotaxi group is D.C.’s top political ad spender, via @liamjscott. I suspect this is about more than just stopping robotaxis in D.C. As the nation's capital, it's home to many of the lawmakers, regulators, and power brokers who could shape the future of autonomous vehicles nationwide. Spending millions to influence the conversation in D.C. could have an impact well beyond the local robotaxi market.
And a number of other stories from @ryajetha, @kirstenkorosec, @ella_adams15, @ryanfelton, @christopherotts, and @MichaelaAlthou1. Thank you for keeping us updated 🙏
📖👀 Check it out here 👉 thedriverlessdigest.com/p/wa…
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Harry Campbell 🇺🇸 retweeted
The word is out: Curbivore returns on April 15 & 16! The worlds of autonomy, delivery & mobility are quickly converging; @TheRideshareGuy & I are delighted to bring leaders to TLA for insightful talks, product launches, hands-on demos & more. Register: curbivore.co/registration/
Excited for @CoMotionNEWS LA ‘26 coming up on November 18-19 in DTLA! It brings together over 1,200 mobility leaders and 150+ speakers tackling autonomous fleets, delivery bots, public transit funding, and urban infrastructure.🚗🤖
@driverlessguy_ just partnered with them to give our community a 20% discount on tickets.
🎟️ Grab your pass with 20% off using code TDD-2026 here: events.bizzabo.com/845187?pr…
Mobility Leader passes also include full VIP access to CoMotion NXT on November 17 in Long Beach.
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We're also hosting a Mobility Mixer with @MichiganLEO on Nov 19 at Bar Americano, RSVP here: luma.com/j57mkru6
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