[kilimounjaro]

I always assumed waymo would immediately kill uber, but really the likelihood is that there will be multiple self driving companies as well as human drivers in markets. A big city may need 2000 waymos most of the time, but 5000 waymos on a saturday night or when a big game is on. Google can either build 2.5x as many as they need, or they can keep other operators in the market to make the service more functional during peak times. It is likely that other operators will bring cars to market, and a unified app with different self driving providers will bring better service than any individual provider.

[dotancohen]

Waymo could develop some type of modular docker-type container that would significantly fill the interior of their vehicles, or maybe even replace the interior of their vehicles. So equipped, a Waymo vehicle could be used to deliver supplies and stock to small businesses throughout the city throughout the week. Think small chains such as convenience stores, they could lower the per-store inventory and refill from remote, cheaper-rent areas, if they had three Waymo deliveries during the work day.

Those vehicles would then be fitted with the human interiors for the high demand periods you state.

[tsimionescu]

If the businesses are reliant on the special deliveries, then you can't re-purpose them as you need more cars for people.

[dotancohen]

The idea would be that the deliveries happen during the day working hours, yet the people moving happens during the night hours. As implied by GP.