Comment by modeless
The growth rate is still very far from incredible. And they've made terrible decisions on platforms, giving up developing their own in favor of the i-Pace which is discontinued, then hitching themselves to a Chinese EV manufacturer subject to 100% tariffs (which, fun fact, were imposed by Biden).
Growth was well over 100% last year, with expansions in every market (Phoenix, San Francisco, and LA). In 2025, they've added Austin, Silicon Valley, and will soon be adding Atlanta and Miami as well. They've also partnered with Hyundai on vehicle production, though I do expect that they will eventually become supply constrained.
They went from offering 12,000 rides in August 2023 to now offering 200,000 rides per week.
This growth only doesn't look incredible because of how small the starting point was, but it will be hard to ignore by this time next year.