moat is in institutional knowledge of operations in ride hailing industry. Also, pleasing the customer, imagine opening Waymo app and not being able to order a

moat is in institutional knowledge of operations in ride hailing industry. Also, pleasing the customer, imagine opening Waymo app and not being able to order a taxi 40% of the time. With Lyft/Uber you can easily switch the ride mode and get a car with driver if all self driving cars are busy