I'm not sure what else Uber could possibly have. Name recognition? More people know Google than Uber. Install base? More people have Android phones than have the Uber app. Drivers? Uber is trying to eliminate its drivers, as this deal shows. Uber is defenseless against Google.
Google owns the action "to google something". Uber owns the action to "get an Uber".
Also, don't underestimate the value of a working business. Google has only ever been successful with a search engine and an ad platform. They've never been success in a consumer product/service. I don't think their corporate structure and business culture makes them likely to succeed in B2C.
Uber has it's flaws, but they've been very reliable as a consumer. And have responsive and helpful support. Imagine having to rely on Google to provide support to a stranded user or resolve a dispute.
Tesla and Waymo are arguably pretty close in self-driving technology, so there's already another player. Uber could just buy a bunch of Tesla's once their tech is good enough for autonomous driving.
No they aren't. The latest FSD betas have been widely panned.
And the lack of LiDAR sensors means Tesla still fails to accurately define the bounding boxes for scene objects.