If I have to bet against anybody it will be Uber. They will be burning cash and given that Google just gave up on building hardware why would one think Uber will succeed?
Uber hasn't demonstrated a capacity to succeed, but unlike their rivals, they need self-driving cars to succeed for their company to succeed. The CEO has called self-driving cars "existential" to Uber.
Contrast this with Google. Self-driving cars are an expensive hobby to Google, and completely inconsequential to the success of their core business.