- Waymo’s robotaxi service is grabbing a mid‑teens share of rider spending (about 15–19%) in its most mature markets like San Francisco, Los Angeles and Phoenix.
- Experts say the effect on human drivers will likely be gradual — fewer hours, longer waits and lower utilization rather than sudden mass layoffs.
- Rideshare firms call the future “hybrid” as AVs expand; some local data show driver wages dipping in AV cities, though researchers say causation isn’t clear.
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