It seems the Uber vs Waymo debate comes down to: Will consumers prefer one central app vs managing several?

Aka do you think Uber will be THE singular aggregator (providing access to human drivers, Waymo, Tesla, etc…) or do you think it will be similar to streaming where folks are okay to pick from a variety of apps?

Personally, I’m still unsure and trying to figure it out. I will say Uber is def undervalued for the next 1-2 years.

It's hard to say for sure, but I think it will come down to convenience and ease of use for consumers. If Uber can provide a seamless experience with access to multiple options through one app, it could be the singular aggregator. However, if consumers are okay with managing multiple apps for different services, it may end up being more like streaming. What do you think?