> Waymo is operating in a handful of carefully chosen US cities. Uber can probably open in any city in the world (within reason) with probably a few weeks' effort.

This. Uber can operate anywhere that has human drivers and cell service. Waymo needs (I think) high-precision maps that are frequently updated, and simple traffic behavior.

Traffic in Lima looks like absolute chaos to an American, with endless honking and lane markers treated as vague suggestions, but there are not constant crashes, because the (mostly professional) drivers know the local conventions and communicate with each other by horn, eye contact, hand signal, etc. Huaraz is full of blind 4-way intersections with no stop signs, so drivers honk as they get close to one, and there is a remarkable lack of fiery death.

Waymo can't work in most places until it either changes human driving, or achieves AGI. Uber works as soon as it can pay local drivers.