Waymo skepticism conflates real taxi growth with a fantasy taxi service, argues Timothy B. Lee

binarybits · x · 2026-10-06

Tech writer Timothy B. Lee revisits his Waymo argument: when people say "Waymo doesn't scale," what they really mean is that Waymo's actual taxi service isn't growing as fast as the fantasy taxi service in their imagination. He pushes back on unrealistic expectations dominating robotaxi scaling debates, rather than judging the company's real-world expansion.

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