> I predict Waymo will price their service competitively, will ramp up to a large fleet, and that after a few months Uber / Lyft will be in trouble
Waymo vehicles are far less ubiquitous than either Lyft/Uber vehicles. I expect to see a growth in Waymo cars, I just mean that I don't think we will see a huge ramp up in the number of driverless Waymo vehicles soon as people need time to acclimate and no one yet knows what the response will be. IT will happen, just not immediately.
I suspect it will be the opposite. Who-ever releases driveless taxi's first, people will clamour for the experience. People will be ordering rides for the sake of it for initial weeks/months. Then assuming the experience is safe etc, people will go by price and ride availability which driveless is sure to win.
I also guess there will be some big drama about the danger, then find out it wasn't the cars fault. E.g Massive headline about someone dying in a Waymo car and then we find out they decided to climb out the window while moving or something like that.
Be prepared for a five year self-driving winter that will slowly subside.
Moving quickly to show that the technology is safe might prevent a heavy-handed regulatory backlash.
If flaky products are released that end up killing drivers (or worse, pedestrians), it'll set the entire self-driving tech sector back 5 years or longer.