Player-agnostic demand intelligence
Measure who owns the ride.
Terminal Miles combines public operating data, service-area changes and customer-experience evidence into market-share ranges—with every estimate separated from every observed fact.
Research snapshot
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Deployment tells us where AVs operate. Demand share tells us whether riders actually change platforms—and whether that change survives a shifting ODD.
New public evidence
Eleven operating-zone anchors
Yipit’s latest public table broadens the benchmark beyond San Francisco. The cards show the latest exact displayed shares; the full observed history, exports and maintained monitoring panel are being built for subscribers.
Source: YipitData table shared by Uber CFO Balaji Krishnamurthy ↗. Date columns are inferred as Jan.–June 2026 by reconciling the San Francisco row to the separately published series; the source image crops the headers. “Operating zone” boundaries and the completed-trip denominator remain unverified.
First calibration market
San Francisco Bay Area
The deepest public evidence set, but also the clearest warning against stitching together incompatible service areas.
Tier 1
Calibration
Experimental
Subscriber estimate
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Low / midpoint / high
Withheld until the calibration gate passes. A paid estimate will never be shown as a solitary point value.
- Observed evidence through
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- Latest comparison regime
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- Backtest checks
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- Next proof needed
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Founding membership preview
What the paid monitor will unlock
A maintained research product—not a one-time chart or a repackaged third-party dataset.
Methodology boundary
Observed. Estimated. Incomparable.
Public regulatory trips, issuer-reported miles, driver panels and quote samples measure different things. ODD changes create visible breaks. Exact Yipit observations are commercially cleared and attributed. Terminal Miles estimates remain separately labeled and unpublished until calibration passes. Terminal Miles publishes research, not investment advice.