One thing they have going for them is that they are the ideal partner for Waymo/GM once their self-driving tech is ready for a broad roll-out. They are in all

One thing they have going for them is that they are the ideal partner for Waymo/GM once their self-driving tech is ready for a broad roll-out. They are in all the same US markets as Uber, can provide immediate access to customers, and are more easily acquirable than Uber.