One question I would ask is how fast is Waymo growing? At this stage isn't it too early to comment on the viability? Concerns around safety may take a decade of

One question I would ask is how fast is Waymo growing? At this stage isn't it too early to comment on the viability? Concerns around safety may take a decade of safe riding/data to come down. Also, when you talk about Uber's stock price - Uber may not only be restricting itself to retail use cases but UberFreight could be a big market as well. In the logistics space too, adoption of self-driving may be slower than in retail is what I suspect. Also, on an apples-to-apples basis, ~46% of Uber's revenue comes from markets outside the US where self-driving is yet to go through its own motions, regulatory approvals, local dynamics, learning (see how autos drive in subcontinent), etc.