Waymo's market share is now equal to Lyft within SF
When Waymo launched in August last year, Uber and Lyft were at 66% and 34% market share in San Francisco. 15 months later, Waymo is at 22% market share, the same as Lyft, while Uber sits at 55%. Waymo's wait times are longer than Uber and Lyft because the company doesn't have enough cars on the road. It's possible that Waymo's market share will climb even faster as it puts more cars on the road and reduces wait times to be in line with its competition.