what moat does lyft have? i know san francisco is a special case but waymo is already beating out lyft, with its own app: https://www.fastcompany.com/91347503/waymo-is-winning-in-san...
Also, pleasing the customer, imagine opening Waymo app and not being able to order a taxi 40% of the time. With Lyft/Uber you can easily switch the ride mode and get a car with driver if all self driving cars are busy