> strategy for Waymo getting their technology working profitably at scale is obviously the first step and it is taking much longer than expected. > app that i

> strategy for Waymo getting their technology working profitably at scale is obviously the first step and it is taking much longer than expected. > app that is easily replicable Waymo already has their own app and will continue to. the problem is that if you only have limited service in one small market then nobody has that app installed. business travel is a large and highly profitable segment of ride sharing and it is dominated by Uber because it has the largest install base. > What does Uber bring to the table at all? demand. Waymo only has to accept a ride request if it meets their profitability metrics so this deal is all upside for them. if they have more profitable demand through their own app then they use their fleet for that and if not they fall back to Uber and get some free advertising to Uber customers in the process.