Overview
- Obi analyzed 94,348 simulated Bay Area ride requests from November 27, 2025 to January 1, 2026 across Tesla, Waymo, Uber, and Lyft.
- Tesla posted the lowest prices by a wide margin, averaging $8.17 per ride and $1.99 per kilometer, with fares rarely exceeding $10.
- Tesla also had the longest average wait time at 15.32 minutes, versus 5.74 for Waymo, 5.14 for Lyft, and 3.15 for Uber, reflecting a small supervised fleet that grew from just over 100 vehicles to roughly 170.
- Waymo’s price premium has narrowed to about 12.7% over Uber and 27.3% over Lyft, and for mid-length trips its per‑kilometer pricing is only 2% above Uber as pickup times improve.
- Consumer comfort with autonomous rides rose sharply in Obi’s 2,000-person survey, up to 63%, signaling growing acceptance as services scale and compete on cost and speed.