> A robo taxi only has down time when there are no rides, or for charging and maintenance/cleaning.

It's wierd to see this fantasy of machines on HN, of all places - that they have no downtime, no additional costs - it's only a savings from employing people), and (not said here) they don't make mistakes.

Lots of machines have far more downtime and cost than people. Many have more maintenance hours than operating hours.

Of course they have downtime. They need to charge. Waymo partners with car rental companies for depot operations where they inspect for damage and clean the cars. Damaged cars need to get repaired.

But, a Waymo car has a huge impact compared to gig drivers. Even ones that do it 12 hours a day. The Waymo fleet is maximally available for both rush-hour busy times plus closing time at bars and nightclubs.

I don't know if they've released updated fleet statistics, but in the past I've been shocked at how small it is relative to the visibility and passenger miles. This indicates that downtime isn't a limiting factor.

Gig drivers optimize, or try to, their individual revenue and other preferences the shape their responsiveness to customer demand. In other words it's two sided market among individuals. Waymo isn't. Waymo optimizes across their whole fleet for revenue, presumably, and customer satisfaction.

> a Waymo car has a huge impact compared to gig drivers. Even ones that do it 12 hours a day. The Waymo fleet is maximally available for both rush-hour busy times plus closing time at bars and nightclubs.

What makes you say that there is a difference, the difference is in Waymo's favor, or that it's so large?

Rideshare drivers also know about rush hour and closing time, and rideshare companies adjust availability for those times. There's no reason to think Waymo will handle it's inventory of rides better than Uber.

> Gig drivers optimize, or try to, their individual revenue and other preferences the shape their responsiveness to customer demand. In other words it's two sided market among individuals. Waymo isn't. Waymo optimizes across their whole fleet for revenue, presumably, and customer satisfaction.

That is really a bizarre notion. Why would Waymo's interests be any more aligned with customers than rideshare drivers? Waymo cars are robots operated by a corporation in another state or country. Rideshare drivers are human beings in the same car, who live in the same city or town.

Of course they operate in the same market, and the influences of that market on supply are the same. But the response of gig drivers and autonomous vehicles to these influences and incentives is obviously not the same. It can't be the same.

Gig drivers have range of needs and preferences. Waymo, same algorithm, same car, same user experience all the time. Forums like HN also tends to have a blind spot about consumer preferences of women. These and other reasons are why Waymo has an outsize impact on a market compared to fleet size.