The typical Lyft vehicle is a piece of junk worth less than $20k, while the typical Waymo vehicle is a pretend luxury car with $$$ of equipment tacked on.
Waymo needs to be proving 5-10x the number of daily rides as Lyft before we get excited
I suspect most gig drivers don't fully account for the cost of running their car, so these services are also being effectively subsidized by their workers.
You can provide almost any service at a loss, for a while, with enough money. We shouldn't get excited until Waymo starts turning an actual profit.
Waymo needs to be proving 5-10x the number of daily rides as Lyft before we get excited