Uber is a very different market player. Waymo only does autonomous car rides. People pick one over the other for a variety of reasons. It’s why local taxi dispatches are still in business. It would be ignorance to think they are the same.

Uber opened up people to the freedom of going anywhere and getting a taxi. This took market from a lot of players. But there was always a market it could not take.

Waymo will have to do the same. Carve out a specific market share for itself, from a lot of transportation options.