Agree with most of what you are saying, except that the driver is a big enough component of the cost structure that they should be able to price something like 20% below services that require a car. I just took a $65 uber yesterday which took I think 42 mins. Assuming the driver cost $15/hr and is running at 75%(??) capacity, the labor cost baked into my ride was around $15. If Waymo offered the same ride at $55 (ie leave $5 on the table for some of the issues you highlight), Uber etc are in a lot of trouble.