I wouldn't be too worried about Tesla if I was Uber. Even if they get the hardware first without competition it would be a massive undertaking to build out a competitive transport business. The capital costs to create a fleet to have similar hailing times to Uber would be absolutely massive - now you have to buy the car instead of just recruiting a driver - plus they'd have to catch up on the logistics to try to pay for a tens-of-thousands-of-dollars car 5-to-20 bucks at a time.

Waymo is more interesting since things like Google Maps routing and Waze being under the same roof give them a ton of logistics expertise to potentially tap, Alphabet also has a shitton of capital if they wanted to expend it, and they could look at it as a long play where they aren't just getting the cost of the ride back, but they're also collecting all the data. (However, it's not clear to me that this is much more data than Google already HAS just from phone location history.