Waymo’s robotaxi service is taking a noticeable share of ride-hailing demand in some U.S. cities, according to reported data. Business Insider cites figures showing Waymo’s share of gross bookings in San Francisco, Los Angeles, and Phoenix is in the high teens.
Both outlets frame the competitive impact as uneven across the market, with the robotaxi operator performing more strongly in certain locations than others. While the cited metrics indicate a reduction in ride-hailing activity attributable to Waymo, the effects on human drivers are described as less clear. Experts quoted or referenced focus on the difficulty of linking any changes in earnings or job volume directly to Waymo, given other factors that can affect driver demand and pricing.
Overall, the coverage emphasizes that Waymo’s expansion is measurable in some cities through booking-share estimates, but the downstream consequences for drivers remain a matter of interpretation and limited public evidence.
