The reason I would consider Google to legitimately compete with them are the following. 1. If they have issues with their system they will create a competitor

The reason I would consider Google to legitimately compete with them are the following. 1. If they have issues with their system they will create a competitor to it internally. 2. They have the money to subsidize just like uber and lyft. 3. They are the company that could either perform a deal with Elon for his data or buy Tesla out. 4. Since no "contractor" that is employed by uber or lyft have any loyalty torward another it will just drive down prices even more. I'm not sure Uber could survive that or even lyft.