There's still plenty of execution risk ahead for Waymo and a narrow opportunity for a very focused competitor to catch up to their technology. I don't think Ub

There's still plenty of execution risk ahead for Waymo and a narrow opportunity for a very focused competitor to catch up to their technology. I don't think Uber is that competitor and I don't think that competitor exists, but it's possible. Cruise would be the obvious candidate and they have a big war chest from Softbank.