Daily insights for city builders, delivered every morning at 6 AM ET. I’m Brandon Donnelly — a Toronto-based real estate developer and founder of Globizen. I’ve been writing here since 2013.

Category: Mobility

  • Uber and Waymo announce exclusive partnership in Austin and Atlanta

    Waymo and Uber just announced a partnership that will bring Waymo’s autonomous vehicles to the Uber app in Austin and Atlanta. Notably, this is an exclusive partnership, meaning the only way you’ll be able to summon a Waymo vehicle in these cities will be through Uber.

    The people who follow this space closely, people like Reilly Brennan of Trucks (VC) and Harry Campbell (The Rideshare Guy), think this is a really big deal for a number of reasons.

    One, it signals a bifurcation in the industry where there will be companies, like Waymo, that supply autonomous vehicles, and companies, like Uber, that operate them and manage the overall ride hailing marketplace. As part of this deal, Uber is going to handle all of the maintenance and cleaning of the vehicles. This split is similar to the airline industry.

    Two, it suggests, and this is Harry’s argument, that Waymo needs Uber more than Uber needs Waymo. One of the reasons for this is that a 100% AV fleet is simply too expensive to operate if you’re solving for peak demand loads. Because during off-peak times, you then need to pay for downtime.

    Uber, on the other hand, doesn’t pay for downtime with its human drivers. Most of its drivers are part-time and only plug in when they want to or when the surge pricing becomes too attractive to pass up. So they’re the perfect compliment to an AV fleet. Harry argues that this is part of Uber’s competitive moat.

    And three, it signals that AVs are really starting to arrive, if not already here. The hype cycle certainly hit its trough of disillusionment and everyone switched to thinking that AVs weren’t going to happen for many years, if not decades. But now it’s happening. City by city.

  • Density vs. infrastructure in Liberty Village

    A beautiful new 43-storey rental building was just approved in Toronto’s Liberty Village neighborhood. More info about the project can be found, here. Not surprisingly, some people in the community were against it. Here is a recent article that blogTO published talking about people who live in high-rises not wanting a new high-rise next to them.

    One argument that is being made is that the neighborhood is already full. It has reached its density limit. We also hear this about the City of Toronto as a whole. But we know this isn’t true. Architect Naama Blonder recently did a study that found we could fit another 12 million people within our boundaries with more efficient land use policies.

    This particular site in Liberty Village is also about 400 meters from a future subway stop on the Ontario Line. So it is exactly where we should be putting more density. The problem today is that the area is suffering from a massive infrastructure deficit. The road network is inadequate and the King streetcar hasn’t been prioritized.

    It’s no wonder the area feels full. But the reality is that there are lots of examples of highly livable neighborhoods from around the world with much higher population densities. The difference is that they have the right infrastructure, the right public realms, and the right modal splits.

    Liberty Village will get there as well and it’s already underway. For a preview of the future, check out the City of Toronto’s Public Realm Strategy for the area. It was published in April 2024 and it includes things like new streets, new mid-block connections, and new parks. It is what the area needs and it’s exciting to see it happening.

  • Autonomous vehicles are already safer than human-driven ones

    Waymo has started releasing statistics for its autonomous vehicles. Here’s the link.

    There are a number of important considerations when comparing human-driven and autonomous vehicles. For instance, the two have different definitions of a crash. AV operators have to report any kind of physical contact (property damage, injury, or fatality). Human-driven cars, on the other hand, don’t typically report accidents unless it was bad enough to necessitate a police report. So there are nuances to keep in mind.

    That said, there is an argument to be made that AVs are already safer than human-driven ones. Through to June 2024, Waymo had already logged over 22 million rider-only miles. And here is what it is now reporting in terms of airbag deployments, injury-causing crashes, and police-reported crashes:

    All of them are lower than their respective benchmark crash rates.

  • Physical space is a funny thing

    It is often difficult to grasp. This is why when you look at an empty piece of land, it can sometimes be difficult to visualize actually fitting a building on it. And why when you look at an empty room, it’s common to think, “there’s no way that furniture will fit in here.” But in the end, it does fit.

    It also tends to be relative. Here in North America, it is common to argue over things like parking space dimensions and drive aisle widths. We’ll say things like, “well, people like their big cars.” But then you travel to Europe and you find streets like this:

    And this:

    The first is only marginally bigger than the width of a parking space in Toronto (2.6 meters). And the latter is only marginally bigger than the width of a typical two-way drive aisle (6 meters). So are these too small? Well, it depends on your perspective.

    If your basis of measurement is the size of cars, then these streets will seem too small. Cars also keep getting bigger, so you have this inflation factor to deal with. But if your basis of measurement is something else, such as walkability, then maybe they’re just right.

  • Bordeaux’s tramway network

    I was very impressed by Bordeaux’s tramway network. It felt like no matter where you were in the city, there was a tram gracefully passing you by. Here’s a high-level summary of the system:

    • The network has 4 lines and a total route length of 77.5 km.
    • The first line opened in 2003.
    • The network has 130 stops, which crudely results in an average stop spacing of around 600 m.
    • The system pioneered ground-level power supply for the trains, which means no overhead wires. Supposedly this caused some issues upfront, but now it seems to be working just fine.
    • Most of the network runs on a dedicated right-of-way (en site propre). Meaning, the trains don’t compete with car traffic. Many of the lines are quite beautiful too – see above video.
    • In 2018, the network carried close to 100 million people. This is in a city of ~260k people and a metro area of ~1.4 million people (2020).

    The key differentiators for me are (1) the stop spacing and (2) the fact that most of the system runs on its own dedicated right-of-way. These are two reasons why Toronto’s streetcars perform so poorly. They stop too frequently. And most of the lines have to compete with traffic.

    So why bother? Walking can be faster.

    Bordeaux shows that — if you implement light rail correctly — you can actually move a ton people efficiently. With surface rail, you can also build out a robust network in a relatively short period of time.

    Twenty years isn’t that long in city-building years. It has already been 10 years since Toronto was first promised SmartTrack.

  • The mighty bollard

    The mighty — and automatic — bollard is an important city-building tool that isn’t employed nearly enough in North America. It’s typically used to control car access to small pedestrian-only or pedestrian-first streets. But I guess if you don’t have any of these, then you may not feel the need to install such a device. The above photos are from Bordeaux. And if you want to gain access, you need to hit the intercom button and explain why you’re local traffic. Can you think of any streets in your city that could use a system like this? I can think of many in Toronto.

  • Nobody drives at the Olympics anymore

    One of the commitments that Paris made for this summer’s Olympics was ensure that every single competition venue was served and accessible by public transport. In fact, if you look on their website, it clearly says “no venues in the Paris region are accessible by motorized vehicles.”

    For those who attended, this seems to have worked out quite well. So much so that Los Angeles just made a similar commitment for the 2028 Olympic Games (excerpt from the New York Times):

    L.A. mayor Karen Bass said Saturday the city is working on expanding its public transportation system to hold a “no-car Games” in four years, which means spectators will have to take public transportation to all Olympic venues. To accomplish this, she added that L.A. will need more than 3,000 buses and plans to borrow them from around the U.S.

    Of course, the built environment of Los Angeles is slightly different than that of Paris’. One was built around the car, and the other was not. And I think the success of Paris 2024 shows how a robust public transport system is uniquely equipped to absorb significant demand shocks when needed.

    Here’s an excerpt from Le Monde talking about transit during the games:

    Not only was the audacious gamble of organizing the first Olympic Games completely accessible by low-carbon public transport, on bicycle and on foot successful. Not only was transportation to the many competition venues scattered around Paris and its surrounding region fluid. But the transit network and its agents also proved their ability to ensure, thanks to planned initiatives and adapted resources, fast, reliable and even pleasant travel. What’s more, the Paris Olympics offered the pleasing spectacle of a large city mostly freed, for a time, from the clutches and nuisances of automobile traffic.

    But regardless of built form, both of these examples represent one of the positive externalities associated with hosting the games. They force cities toward massive positive change, and that’s always a good thing.

  • Why do we choose traffic?

    Scott Stinson gets a lot right in this recent Toronto Star article about road pricing:

    There is a simple tool to combat traffic congestion that has been proven to be effective. There are real-world examples of where it has been deployed to great and long-lasting success. It’s called road pricing. And we seem to be deathly afraid of it.

    This is even if the benefits are real and measurable:

    Jonas Eliasson, director of travel accessibility at the Swedish Transport Administration, has first-hand experience with the effects of the congestion charge implemented in Stockholm in 2006. Public polling showed two-thirds of voters were against the road-pricing plan before it was introduced in a pilot program. A local politician called it the “most expensive way ever devised to commit political suicide.” But after it began, Stockholm traffic levels dropped by 25 per cent, more than double initial estimates. In a subsequent referendum, Stockholm residents voted to adopt the congestion charge permanently.

    There are lots of reasons why road pricing is commonly opposed, but at the end of the day, it works, and we know all too well — especially here in Toronto — that the status quo sucks:

    “Over the years, transportation economists and planners have pointed out that there really is no other solution to traffic congestion than more efficient pricing,” he said in an interview. “So every time somebody said ‘No, I don’t want road pricing or congestion pricing,’ they’re actually saying, ‘I want traffic congestion.’”

    I’ve been writing about this topic for almost as long as I’ve been writing this blog. So at this point, I think we just need to run a pilot. No more studies and reports. No more protracted debates.

    Let’s try it out and see how many people prefer (1) less traffic congestion and (2) more money for alternative modes of transport.

  • EV charging stations > gas stations

    If you do a search for the number of electric vehicle charging stations in the US, you’ll likely get a number somewhere around 160,000. But to better understand what this means, you’ll probably want to ask a few follow-up questions:

    • Are these individual charging ports (for a single vehicle) or are these stations (locations with multiple charging ports)?
    • How many of these chargers are private versus publicly-accessible?
    • And how many of these are DC fast, versus just level 2? Level 2 is what most people have at home (I think), whereas DC charging is what you need if you’re stopping on the side of the road and need to supercharge your car in 20-30 minutes.

    Usually the biggest fear with EVs is range anxiety. We have come to expect that we’ll be able to find a gas station when we need it, but, for the most part, we don’t yet feel that way about EV charging stations.

    So for this concern, the more precise question would be: How many publicly-accessible DC-fast charging stations are there in the US? This is the filter that gives you stations that would be most comparable to how gas stations function today.

    The answer, according to the US Department of Energy, is about 10,597 stations and 44,160 charging ports. And according to Bloomberg Green, this puts the US on track to have public fast-charging sites outnumber gas stations in about 8 years.

    Of course, it’s probably safe to assume that the pace of EV adoption will only increase. And that means that this flip could happen well before 8 years. In my mind, that’s soon.

  • The Ontario Line is happening

    Yesterday afternoon, I took the 504 King streetcar from the Bloor-Dundas West mobility hub down to King & Bathurst to meet a friend at the Wheat Sheaf Tavern. In case you didn’t know, this is believed to be the oldest continually-operating pub in the city. It opened in 1849.

    My streetcar ride took an obscenely long time (over an hour) and so it was the wrong mobility choice for a peak summer afternoon. I should have biked. But once I did finally arrive at Toronto’s oldest pub, it was great to see all of the activity happening right at the intersection for the new King-Bathurst subway station (Ontario Line).

    I’m always a bit cynical when it comes to transit plans. Like, it’s hard for me to believe that something is actually happening. I’m still waiting for SmartTrack to open. So I need constant visual reminders like these:

    What you are seeing above is the northeast corner of the intersection, which is where one of the two station entrances will go. Naturally, the station platform and track itself are also aligned on a diagonal so as to minimize “significant construction impacts” to the Wheat Sheaf (southwest corner).

    This stop is also one of Infrastructure Ontario’s Transit-Oriented Communities, which means the intent is to have a private developer build things on top of the station. Directionally, this is, of course, the right approach. It didn’t happen on the Eglinton Crosstown line; but we know that the best way to maximize the value of transit investment is to combine it with smart land use planning (the rail + property model). Density is your friend.

    From what I could glean during my time on the patio at the Wheat Sheaf, all of this appears to be moving forward. And already today, there is a ton of foot traffic in the area — meaning the future transit station should do very well from a ridership perspective. Now we just need this line extended up to the Bloor-Dundas West mobility hub so that the 504 streetcar can be relieved of some of its duties.

    Station Plan/Rendering: Metrolinx and IO