AI Summary

Waymo now accounts for a high‑teens share of gross bookings in San Francisco, Los Angeles, and Phoenix, according to recent data. The company’s presence in these markets signals a growing foothold in the ride‑hailing sector. Analysts note that the effect of this shift on human drivers remains unclear, with no definitive evidence yet showing how drivers are being impacted. The situation highlights the uncertainty surrounding the future of traditional ride‑hailing employment as autonomous services expand.

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