AV will grow very quickly but remains very small industry today

AV will grow very quickly but remains very small industry today | right now while autonomous is a reality today and is growing very very quickly, it is you know I I think last year all of the autonomous trips in the world represented less than 1% of our growth in volume.

right now while autonomous is a reality today and is growing very very quickly, it is you know I I think last year all of the autonomous trips in the world represented less than 1% of our growth in volume.

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Adverse (6)

{
  "nia": false,
  "qty": "<1% of growth volume last year",
  "url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "context": "while autonomous is a reality today and is growing very very quickly, it is you know I I think last year all of the autonomous trips in the world represented less than 1% of our growth in volume. Not just the volume that we had, but the amount of rides that we added last year.",
  "to_year": 2026,
  "verbatim": "right now while autonomous is a reality today and is growing very very quickly, it is you know I I think last year all of the autonomous trips in the world represented less than 1% of our growth in volume.",
  "conv_cues": "growing very very quickly",
  "direction": "UP",
  "from_year": 2025,
  "timeframe": "Near term / present",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2025-05-27",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
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      "expected_date": "2026-03-15",
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      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo reaches 500K weekly paid robotaxi rides across 10 US cities",
      "source": "https://techcrunch.com/2026/03/27/waymo-skyrocketing-ridership-in-one-chart/",
      "status": "overdue",
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      "expected_date": "2026-03-27",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
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      "measurement_criterion": "Waymo public disclosure or third-party verification of ≥500,000 weekly paid robotaxi trips by end of Q1 2026"
    },
    {
      "kind": "llm_pre_event",
      "label": "Uber commits >$10B to autonomous vehicle program",
      "source": "https://www.cbtnews.com/autonomous-future-back-in-focus-as-waymo-expands/",
      "status": "overdue",
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      "confidence": 0.85,
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      "expected_date": "2026-04-30",
      "miss_emitted_at": "2026-05-08T22:15:34.476563+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Uber S-1/10-Q or earnings call confirms cumulative AV program commitment exceeding $10 billion (purchases + equity stakes)"
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    {
      "kind": "event",
      "label": "AV will grow very quickly but remains very small industry today",
      "status": "pending",
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      "kind": "llm_post_event",
      "label": "Waymo targets 1M weekly rides milestone",
      "source": "https://techcrunch.com/2026/03/27/waymo-skyrocketing-ridership-in-one-chart/",
      "status":
... (truncated)