Spencer Walsh(@thespencerwalsh):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

Spencer Walsh

@thespencerwalsh

Managing Member of Kinesic Capital. Formerly Matrix Capital Management and @DodgeAndCox. @Georgetown alum, CA resident, KY native.

가입 June 2010

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Spencer Walsh@thespencerwalsh

2026.08.19 15:23

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