THE RACE BETWEEN WAYMO, CYBERCAB, AND UBER

Summary from the TLDR newsletter

One of the big transformations of this year will be robotaxis. Waymo will likely partner with Uber in many locations because Uber owns demand, but over time, Waymo will want to go direct. Cybercab will appear sometime this year and undercut both Uber and Waymo in price. Uber's demand for rides will go down pretty quickly once price drops - Waymo is currently more expensive than Uber, but it is still thriving because people prefer to ride without a driver.