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Uber has partner drivers which have their own companies, their own rating, and can be punished for their behaviour. Once a company completely vertically integrates (like Google would like), meaning they have their own cars, they no longer want to punish themselves for bad behaviour/cars. Since they have to choose between short term cost of higher maintenance fee or long term cost of loss of quality of service their managers will start to optimize for quarterly results: cutting short term costs. What they want is to first entrench the market, push out competitors, introduce complex regulation and fees which prevents new competitors into the market and then start cutting costs everywhere they can and increase prices.

Since you mention Uber, I can definitely see in my city how the quality of cars decreased and they started using almost inclusively cheap immigrants who realistically couldn't pass a drivers exam in my country and have on multiple occasions driven into wrong directions/ran red lights etc.



Waymo is posiionting itself as a premium product. Defending that brand precludes letting the cars go to shit.


They may be trying to, but when has Google ever successfully positioned something as a premium product and defended that?


Pixel phones? Nest? The Bayview hotel rooms are pretty nice. Hell even Gmail feels pretty premium to me, but I guess this word might be considered subjective.

Also, Waymo isn't even Google. You might accuse me of overstating this, but truthfully they operate as a different company.


Pixel phones have less of a brand than Samsung, much less Apple (not talking about actual product quality, just brand positioning). Nest doesn't stand out, although I don't think any of the smart home things are really established enough to know which are good or bad. I've never heard of the Bayview hotel rooms. Gmail is good but it's not a "premium" feel.


There's always a first time.


Yup. Plus, if Waymo can clean its cars with greater efficiency at lower cost than Uber can, then all other things being equal, Waymo will have cleaner cars.


The drivers are not the same people who activate their account.

There are schemes where undocumented immigrants ask someone to activate their account on their behalf. In practice, the person giving you a ride could be literally anyone.


I didn't understand any of that.




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