another bet i am going to lose!
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
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