
Waymo's 2,500-vehicle car fleet requires 2.25 -2.5 full-time humans per vehicle just to operate — after buying the car and paying Magna to up-fit it.
NO DRIVER - BUT PLENTY OF PEOPLE
Waymo employs ~3600 staff and relies on 2,000-2,500 subcontractors for charging, cleaning, maintenance and depot operations.
KEY PARTNERS:
Moove • Avis • Transdev • Uber • Lyft • AutoNation
Waymo’s long-term goal is one human per 100 vehicles
Todays reality is closer to one human per vehicle per shift
Uber’s model is brutally simple:
one driver = one car = one human
Cleaning, maintenance and downtime sit with the driver not Uber
Over a 300,000 miles of a vehicles life, Waymo’s cost per mile appears to be nearly double of Ubers
• +$75K vehicle cost
• Electricity ≈ 35 -40mpg - eg California
• Jaguar I-PACE running costs > average Uber car
• Extra power for autonomy systems
• Climate control running while idle - hello Phoenix summers
Waymo wins strategically NOT because its cheaper BUT because it is willing to lose billions
Passengers increasingly choose no human interaction when prices are close.
THAT'S THE REAL DISRUPTION
Data compiled from Gemini, Grok, Google & ChatGPT.

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