I just don't see that happening. Uber is worth $65 billion and they have to give 80% of their revenue to their drivers. If Waymo can get a 60% gross margin ins

I just don't see that happening. Uber is worth $65 billion and they have to give 80% of their revenue to their drivers. If Waymo can get a 60% gross margin instead of a 20% gross margin, their profits could be an order of magnitude higher. This is a trillion dollar opportunity, and its the first thing Alphabet is seriously pursuing that can rival search. Aftermarket conversion kits are a rounding error and there's no long term moat. And that's before you start to get in to issues like improper installation and use, aftermarket modification, accidents causing bad PR when the gear isn't even running etc. Remember that AEB demo a decade back where the car just slammed in to the object it was meant to stop for and it turned out they hadn't turned it on? Nightmare.