Will Waymo and Uber survive Teslas Robotaxi's?

No. New business models will come up where Cybercabs are bought,rebranded and managed. Uber and Waymo might have some years with partnerships,mergers,buyouts and so on (like legacy oems) and fade out of existence.

Seems likely

Uber and Amazon Make it Easy Get Into The Trucking Industry #business #trucking #entrepreneur

Nope, game over in the US, then follow the sunset of Uber in ROW as Tesla rolls out.

I can't come up with a scenario where that doesn't happen over time as Tesla rolls this out

Don't forget the revenue from cloud inference the cybercabs will generate when static charging. Another string to the bow of income. As well as captive advertising, amongst other things they can use to reduce customer costs. Many novel streams are to be applied yet to cybercab.

💯

How? With a cost of 20,000$ vs. 150,000$? Even they would be equally good, there is no chance for Waymo (et. al).

Is Uber the new Yellow Cab in the Autonomous Rideshare era? I think yes. Those Uber drivers should start investing in Tesla cars and do the managing instead of driving.

Guess they will carve a niche

Moreover, Will Waymo survive the tariffs? How much is a Waymo vehicle and who makes them?

Mostly Jaguar iPace I believe