I've been poking at Uber forums and other places, and I'm noticing that a _lot_ of people are underestimating this. Waymo is growing by >100%/year at the moment and this is a significant part of that growth. It'll make a huge dent in demand for Uber/Lyft over the next five years.
Unless those companies stumble on competing solutions that they can use to level the playing field. Waymo doesn't have this market to itself in perpetuity. Uber and Lyft basically have lots of revenue and can afford to take some bets on experimenting with different partners for self driving at a relatively low risk. There are plenty of other companies experimenting with self driving taxis, cars, trucks, etc. And not…
You'll have multiple (local) companies, possibly Uber franchisees, maintaining autonomous fleets and doing the low-margin work of car cleaning, acquiring the vehicles, servicing them etc. Uber will be the interface between the passenger and those companies.
Uber could even keep some human drivers for peak-traffic situations that it would be uneconomical for a ppurely autonomous fleet to handle.