Since GM owns a bit of Lyft equity, is it not weird that Lyft is doing this? Maybe this is a sign that Cruise is quite far behind, and the best Lyft can do to prepare for the future (whether with Waymo or GM) is to use Waymo tech?

People are also speculating that Alphabet might buy Lyft, but it's not clear that Alphabet wants to be the first party involved in hiring contractors for cars. (I understand these are autonomous cars, but will they really be transitioning that soon?)