SF is a growing market for rideshare. Even with Waymo on the road, our market share remains strong. In the SF Waymo ODD, @lyft market share was 30.6% in Nov 2024 vs. 30.7% in Nov 2023, according to our validated external data source.
I wrote about Waymo's market share in LA last week.. I think the 20% estimate of Waymo's market share is definitely on the high end but not totally implausible. I doubt they're doing more than 10k rides a day in SF, so this would imply 50k total rides in Waymo's zone. Seems low… https://t.co/UjKSxUcKKI
Waymo going for Uber and Lyft in San Francisco. https://t.co/ia3ufrGA66




Tesla's stock has surged from $213 on October 23 to $424 as of December 11, marking an increase of nearly 100% in under two months. This rise follows the recent U.S. presidential election, which has contributed to positive market momentum. Meanwhile, Waymo has made significant strides in the San Francisco rideshare market, achieving a market share of approximately 22%, equal to that of Lyft, just over a year after its launch in August 2023. In contrast, Uber's market share has decreased to 55%. The rapid growth of Waymo is raising concerns for traditional rideshare companies, as it has reportedly surpassed Lyft in gross bookings in San Francisco. Analysts note that Waymo's success may be attributed to its advanced self-driving technology and user experience, which many users now prefer over traditional ridesharing services. The competitive landscape is shifting as Waymo continues to scale its operations, posing a challenge to both Lyft and Uber in the evolving rideshare market.