I read your comment twice. You only mention Uber and not "Waymo and car companies" unless your referring to a different comment of yours than the one I replied to here.
This was the only spot where I said anything about specific competitors: It seems they will be fighting off competition (car companies, Waymo, etc) that didn't have to spend money on lobbying
The bigger thing, though, is that you keep implying that I said Lyft was somehow in a better spot. Now you're noting I never mentioned Lyft.
Nothing I'm saying is affected one way or other by Lyft. Pointing out that they have the same problem doesn't change the rationale.
"Sell at a loss but make it up in volume" probably doesn't work well for many :)