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.

Consumers often appreciate simplicity, but value can drive them to use multiple apps if benefits outweigh the inconvenience.