It definitely could be a problem for Uber’s IPO story. I’m sure Waymo’s progress was foreseen. If driving becomes a commodity, the bigger long term problem is

It definitely could be a problem for Uber’s IPO story. I’m sure Waymo’s progress was foreseen. If driving becomes a commodity, the bigger long term problem is the mobile phone being the gateway to calling a ride. The users may just use Google/Apple maps or the voice assistant.