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Open original source ↗There you have it, $GOOGL Waymo to explore split with $UBER per FT.
My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.
And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward.
Now their own partner Waymo looks to be the strongest disruptor to Uber.
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@Jason I'm 100% sure $UBER would not partner with Waymo in all cities. If you were Uber, why would you funnel all your users into the Waymo app one day? Instead of partnering with another FSD-4 player $NBIS avride that they partially own + doesn't have a standalone competitor? https://t.co/BE9J3sl72O
aleabitoreddit ↗