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Seven or eight years ago, anyone consuming business tech news might have come across the phrase “the race to build autonomous vehicles.” In private conversations, company execs and startup founders I spoke to sometimes referred to the commercialization of autonomous vehicle technology as “a race.” The phrase seeped into reporting at the time — including some of my articles.
What we’ve learned is that this is not a race so much as a long, curved, and fragmented road — one that looks more like the fan of an alluvial plain than a racetrack — to develop and prove the technology works and make it a profitable business. It’s not a race against others as much as an internal contest with existential stakes.
But that doesn’t mean there aren’t real battlegrounds among those working on the technology, especially with robotaxis. Many might point to the number of cities a company has launched in as one indicator. I believe that while helpful, it’s a bit too vague and easy to manipulate.
Two recent news items got me thinking about more narrow and specific battlegrounds within cities: airports and public transit.
Airports were critical to the success of ride-hailing companies. Robotaxis are no different. Today, Waymo offers rides to and from Phoenix’s Sky Harbor Airport. And it’s clearly looking to unlock more.
This week, Waymo was granted a permit to start testing its autonomous vehicles at San Francisco International Airport, ahead of the launch of a commercial service. This comes just two weeks after Waymo was cleared to start testing at nearby San Jose Mineta International Airport — and as Tesla is also trying to elbow its way into offer …