Earlier quoted context omitted.
Think it's unlikely that Waymo will build out and operate a full fledged ride service - there's a lot of other factors to work out like scheduling, routing, supply-demand management, optimal vehicle distribution, pooling etc that they could just delegate to Lyft for. They might just build a service to the extent of push a button and a vehicle will come, and take you where you tap. That's enough to work inside a contr…
The thing is these rideshare companies: Lyft, Uber, Ola, Grab and Didi Mechagodzilla Chuxing, these companies all exploded out of nothing, they're all so young. The software they run on is complex, but not so complex that it can't be replicated. So if you're a company with the secret sauce, that being a validated autonomous OS, you would most definitely want to run the consumer facing end of the business yourself, be…
Unique, regulated and highly complex software and hardware components seems far less likely to become commoditized than ridesharing apps that essentially already are, and of course viable markets for the driving tech exists even if the driver can't be dispensed with altogether.