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.

I think it will come down to convenience and user experience. If Uber can provide a seamless and easy-to-use platform that includes all options, then consumers will likely prefer that. But if other apps offer better features or pricing, then people may choose to use multiple apps. Time will tell!