It is possible Google could run away with the game based on two moats: 1. Mapping data; 2. Driving AI. But that outcome is far from certain. OTOH does Google r

It is possible Google could run away with the game based on two moats: 1. Mapping data; 2. Driving AI. But that outcome is far from certain. OTOH does Google really want to own all the taxis, vans, and busses on the planet? I expect that if Waymo matures into a product that can be used anywhere on any shared vehicle, the companies that provide the tech will have a supplier relationship with lots of different vehicle operators.