Either way, I don't think Google cares. They want to be first on the market. And based on how badly Uber has been flouting the law, I suspect Google gets there first no matter what. This just slows Uber down.
It won't matter though. Money will change hands. And that's about it. Google/Alphabet/Waymo/Lyft will be first to market in a pretty shitty way, followed by Uber. The tech world and early adopters will go nuts and in this case probably die in a fire. Then Apple and Tesla will come in with a far superior safety/user experience and take over.
None of this really matters at this point. It's a waiting game. This is what Apple always does and what Tesla has started doing: wait for the early entries in the market to do their thing, learn from their mistakes, and pwn the market later with better UX and marketing.
If Google would let it be known that you can take a bunch of IP and walk out the front door to a competitor that would be a very expensive signal.
So for them this is as much about this concrete case as it is about how Google will deal with situation where their IP grows legs.
Well, for the moment, the record is exactly the opposite of that prediction.