[duped]

Waymo has zero presence in the vast majority of the United States and nowhere internationally. Meanwhile, "uber" is a verb and noun like Kleenex. And even if in ten years Waymo displaces Uber for transit, Uber will be dominant in food and grocery delivery.

Like if you don't live in the Bay Area or one of the very few places outside it where Waymo has been testing, people have never heard of it.

Basically, Uber is everywhere and Waymo is nowhere. Uber achieved dominance by rapidly scaling and being able to fight regulation with venture capital. Waymo hasn't been able to do that anywhere.