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The timing of widespread autonomous deployments will determine when human drivers become a drag on Uber's cost structure and business model. Investors should examine Waymo's expansion velocity across cities and their ability to overcome regulatory hurdles compared to Uber's own progress with AV initiatives and partnerships.

The fundamental question is whether Waymo can deliver rides at meaningfully lower costs. Analyze the unit economics: Waymo's vehicle acquisition costs, maintenance, energy, insurance, and depreciation versus Uber's driver payments, incentives, and insurance. This cost advantage (or lack thereof) will determine pricing power and market share dynamics.

Not every Uber business segment faces immediate threat. Quantify exposure by investigating which geographic markets overlap with Waymo's expansion plans, which trip types (commuter, weekend, airport) are most vulnerable, and what percentage of Uber's revenue comes from food delivery and other services not immediately threatened by Waymo.

Uber's network effects, massive demand density, and multi-service platform create formidable competitive moats. Assess whether these are sufficient to counter Waymo's technological advantage, or if Uber might partner with other AV players like Cruise or Aurora.

Explore Alphabet's commitment to Waymo as a business rather than an R&D project. Does Waymo have the capital resources and corporate support to engage in extended competition with Uber, which is an exceptionally run company and has already survived numerous challenges?

Dive into press releases, management comments, SEC filings, and other Waymo documents to discern if the company is open to offering its vehicles through Uber, Lyft, and other ride-hailing platforms. This might ease regulatory headaches for Waymo and allow both companies to develop a symbiotic relationship.

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