Waymo One NPS 70–80 vs Uber 30–40; no driver cancellations or surge pricing are the structural AV advantages. Fleet scale is the only remaining barrier.
Waymo scales via Uber demand and Moove fleet ops; Tesla bets on Supercharger moat and Tesla Insurance. Vertical integration wins long-term margin.
Waymo shares margin with Uber and Moove to scale faster. Tesla owns the full chain but must build ride-hail from scratch against Uber's 15-year lead.
What Waymo and Tesla charge per ride today, how fares compare to Uber, and the fleet-scale path to sub-$1/mile robotaxi pricing.
Waymo-Uber deal: who holds leverage when distribution meets driverless supply — and what it means for Lyft, Moove, and scale.