Waymo is eating into the ride-hailing market in some cities. The fallout for human drivers stays fuzzy.

Waymo's robotaxis captured roughly one in every seven dollars spent on rides in its San Francisco operating zone in June. Yalonda M. James/San Francisco Chronicle via Getty Images An Uber executive shared third-party data on X showing Waymo's standing in its most mature markets. The data showed Waymo taking 15% to 19% of rider spending in SF, LA, and Phoenix. Waymo maintained its foothold as it expanded its geofence in some of the regions. Alphabet's Waymo is taking a bite out of ride-hailing in its most mature markets, third-party data showed. And that share is large enough that its effects on human drivers could be detectable, Gad Allon, a Wharton professor who studies the gig economy, said. Just don't expect it to look like a visible wave of displaced drivers.