Interesting thoughts. I was actually going to say that _Uber_ had the advantage in this deal, since it owns the customer relationship and can shape demand toward or away from Waymo.

Google has a distribution channel via Android, but I don't think it's strong enough (otherwise Stadia would still be around). They'd still have to build a destination for consumers to remember, in addition to the interface, matchmaking, billing, etc.

I guess in any deal like this, there's the potential for advantage and disadvantage from both angles. As Clay said, a good compromise is one where both parties are dissatisfied.