- consistent car quality
- safety of the drive (conservative driving and potential fear of drivers)
- no randomly chatty driver
All of those feel like a breath of fresh air especially when stacked up against the current state of Uber & Lyft rides. People really just want consistency. I don't actually think you needed AI to get there (I've had occasional rides in black cars that provided the same experience). Waymo was just right time, right place, right price.