It wouldn’t surprise me if Waymo/google decide they just want to remain on the tech side, and avoid all of the headaches that the operations side brings.
Waymo and Uber have a partnership. Soon in Phoenix, when you call an Uber, you might get a waymo car.
We might see a three group market:
Waymo, Cruise, etc provide the driver. Uber, Lyft provide the platform. Hertz, Avis, Enterprise manage the physical cars/cleaning/etc.
