AV Consumer Adoption & Rider Experience Index — The Demand Side of the Ramp
Rider NPS, pricing vs Uber/Lyft, adoption curves, and whether real consumer demand supports AV scale targets — the demand side of the ramp.
Tags · #demand
Physical AI Consumer Adoption 2026 — Waymo 4.9-Star Satisfaction vs Tesla FSD Sentiment: The Demand-Side Ramp Benchmark
Waymo earns 4.9-plus stars and high repeat usage. Tesla FSD v12 turned sentiment positive. Consumer demand for Physical AI is proven — scale is the constraint.