> However I find it much more plausible that Waymo and Tesla will vendor out the details of the rideshare service rather than build their own from scratch.
Yeah, but that puts all value add in waymo or Tesla's hands, not Uber's. Uber will have no advantage, and cannot charge juicy margins.
Yeah, but that puts all value add in waymo or Tesla's hands, not Uber's. Uber will have no advantage, and cannot charge juicy margins.