302 Physical World AI – Fully-Autonomous Vehicles (Waymo) = 0% to 27% Share of San Francisco Rideshares Over Twenty Months, per YipitData Waymo Fully-Autonomous Vehicles Note: Data derived from USA-user email receipt panel composed of >1mm monthly transacting USA email accounts from all available domains. Paid rides only. Numbers are estimates due to sample size. Source: Waymo, Tech Brew (1/25), Fast Company (3/25), YipitData (4/4/25) [We are creating] an end-to-end, very, very robust, and large end-to-end system that’s multi-modal in its foundation so that perception planning and prediction… can become even more robust than it is today. - Waymo Co-CEO Tekedra Mawakana, 1/25 % of San Francisco Gross Bookings Estimated Market Share (Gross Bookings) – 8/23-4/25, San Francisco Operating Zone, per YipitData 0% 25% 50% 75% 8/23 12/23 4/24 8/24 12/24 4/25 Waymo Uber Lyft What we’ve done in San Francisco is prove to ourselves – and to the world – that not only does autonomy work, but it works at scale in a market and can be a viable commercial product. - Waymo Co-CEO Dmitri Dolgov, 3/25 AI & Physical World Ramps = Fast + Data-Driven