Earlier quoted context omitted.
Sure. Can you describe what leverage Uber actually has in those partnerships? That's a deal of convenience for Waymo, trading a bit of margin for some velocity. It (or similar deals) are downright existential to Uber.
Uber is acting as an aggregator for all types of rides. Customers have the direct relationship with Uber. Unless Waymo completely runs away with autonomous driving then I think Uber has a lot of leverage.
It’s actually the one case where Google’s customer service beats the competition’s. Waymo customer service is still somewhat trash. But you need it so infrequently compared with Uber, and Uber and Lyft somehow manage to make Google look like a people company, that I find myself almost exclusively taking Waymo when I’m in a city where it is an option. (Via the Waymo app.)