Spencer Walsh
@thespencerwalsh
Managing Member of Kinesic Capital. Formerly Matrix Capital Management and @DodgeAndCox. @Georgetown alum, CA resident, KY native.
246 Following 3.3K Followers
Q2 CPUC data is out, and @Waymo trips per day declined in May and June (MoM).
CA trips per day:
April: 47,205
May: 46,935
June: 44,964
Consistent with @_balaji_km's point that AV scaling curves look different from rideshare's supply-led ramp. Noise or signal? @dkhos $UBER
Show more
