I don't see the long term vision for Uber rides. Waymo and their ilk are already here, with three primary friction points

1) building trust & abundance of caution - this will continue to compound and at some point it will reach a tipping point 2) scale - Waymo doesn't have enough cars on the road yet. pickup times are long. 3) high price - Waymo in my area is slightly more expensive (and takes longer) than Uber/Lyft.

They could easily halve the price tomorrow and blow Uber/Lyft out of the water. There's no way to compete because Waymo variable costs are so much lower. Waymo is growing smart - they're building the trust, scaling slowly, and when it's time, they'll cut prices & go for the jugular and it won't be pretty for Uber/Lyft.