I'm aware, I live in Phoenix :) I'm referring to this bit

> 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.