"Waymo's robotaxis are getting more competitive with Uber and Lyft as the autonomous vehicle service closes the gap on pricing and wait times in San Francisco, while Tesla undercuts everyone on price, a first-ever study comparing all four platforms showed. Obi, a ride-hailing price aggregator, on Tuesday published a study that provides a snapshot into the state of the ride-hailing competition in the San Francisco Bay Area, a major hub for autonomous vehicles and traditional ride-hailing services."
"Obi's June 2025 study on Waymo found prices 30% to 40% higher than those of Uber and Lyft. This latest report, conducted between Thanksgiving and New Year's Day, shows Waymo is now an "average of 12.7% more expensive than an Uber and 27.3% more expensive than a Lyft." Waymo's average ETA was 5.74 minutes, whereas Lyft's was 5.14 minutes, and Uber's was 3.15 minutes."
Obi provided data showing Waymo's robotaxis in San Francisco have narrowed the price gap with Uber and Lyft, averaging 12.7% higher than Uber and 27.3% higher than Lyft during the late-November to early-January period. Waymo's average ETA was 5.74 minutes, Lyft's 5.14 minutes, and Uber's 3.15 minutes, with Waymo matching competitors across most hours but spiking around 4 p.m. and 6 p.m. Earlier June 2025 data had shown Waymo 30–40% more expensive. Tesla undercuts competitors on price but records the longest wait times.
Read at Business Insider
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