WAYMO+UBER MARKET DYNAMICS AS TESLA TESTS THE ROBOTAXI WATERS

Summary from the TLDR Founders newsletter

Waymo captured 25% of San Francisco rideshare despite premium pricing, but Austin tells the real story. The Waymo+Uber exclusive partnership there has stolen 7 percentage points of market share from Lyft in months, while consumer surveys show 77% won't use Tesla FSD and 48% believe it should be illegal - a tough backdrop for Tesla's rumored June 22nd robotaxi launch.