I really don't see how a human-centered driving company survives with something that is near fully automated and new "drivers" can just be ordered up from Stellantis or whomever, provisioned, and sent on the road. The scaling laws just don't match up.
I say "near fully automated" because there's loads of operations involved, including human remote fleet management for when cars get stuck. But even that doesn't scale linearly with the amount of automated vehicles on the road, whereas Uber will always be at least 1:1 human:car.
You're comparing costs now? The price for human powered uber's will always increase based on labor costs. The price to put an autonomous vehicle on the road and manage it will most likely decrease as more are deployed and Waymo gets better at operating them. Time will tell, but Uber will not last once Waymo gets good at scaling this stuff.
I say "near fully automated" because there's loads of operations involved, including human remote fleet management for when cars get stuck. But even that doesn't scale linearly with the amount of automated vehicles on the road, whereas Uber will always be at least 1:1 human:car.