Ed

And it's great for Uber because it means they don't have to invest any upfront capital. They can just sort of leverage their existing technology. It's also great for Waymo because Waymo needs to focus on the hard stuff. They need to manufacture the cars and create the software. They need to make sure that these cars are actually safe and people aren't crashing.

So it works right now and Uber has that leverage. My question though, just from a long-term perspective, what happens down the line? What happens if Waymo perfects the technology and then suddenly they decide, actually, we're going to build our own network. We don't want to pay these fees to Uber. I don't think we're anywhere close to that.

So it works right now and Uber has that leverage. My question though, just from a long-term perspective, what happens down the line? What happens if Waymo perfects the technology and then suddenly they decide, actually, we're going to build our own network. We don't want to pay these fees to Uber. I don't think we're anywhere close to that.

So it works right now and Uber has that leverage. My question though, just from a long-term perspective, what happens down the line? What happens if Waymo perfects the technology and then suddenly they decide, actually, we're going to build our own network. We don't want to pay these fees to Uber. I don't think we're anywhere close to that.

But, you know, if that does happen and Uber loses that leverage, suddenly you're out of the AV race, which, as you said, the race is on now. So that's sort of the long-term question I'm thinking about. I think it poses a real incentive for Uber to maybe get back into building these vehicles in-house.

But, you know, if that does happen and Uber loses that leverage, suddenly you're out of the AV race, which, as you said, the race is on now. So that's sort of the long-term question I'm thinking about. I think it poses a real incentive for Uber to maybe get back into building these vehicles in-house.

But, you know, if that does happen and Uber loses that leverage, suddenly you're out of the AV race, which, as you said, the race is on now. So that's sort of the long-term question I'm thinking about. I think it poses a real incentive for Uber to maybe get back into building these vehicles in-house.

Because if autonomous is the future of mobility, and I think it is, if you're Uber, you don't want to lose out on that market, right?

Because if autonomous is the future of mobility, and I think it is, if you're Uber, you don't want to lose out on that market, right?

Because if autonomous is the future of mobility, and I think it is, if you're Uber, you don't want to lose out on that market, right?

Or even maybe another analogy would be like Boeing versus Delta. Like Boeing's going to make the plane, but Delta developed the network and the customer base. You're going to book your flight with Delta.

Or even maybe another analogy would be like Boeing versus Delta. Like Boeing's going to make the plane, but Delta developed the network and the customer base. You're going to book your flight with Delta.

Or even maybe another analogy would be like Boeing versus Delta. Like Boeing's going to make the plane, but Delta developed the network and the customer base. You're going to book your flight with Delta.

They certainly made that decision independently, yeah.

They certainly made that decision independently, yeah.

They certainly made that decision independently, yeah.

Let's take a look at the weekend. We'll see earnings from Walmart, from Toyota and Alibaba. We'll also see the consumer price and producer price indices for April. Scott, do you have any predictions?

Let's take a look at the weekend. We'll see earnings from Walmart, from Toyota and Alibaba. We'll also see the consumer price and producer price indices for April. Scott, do you have any predictions?

Let's take a look at the weekend. We'll see earnings from Walmart, from Toyota and Alibaba. We'll also see the consumer price and producer price indices for April. Scott, do you have any predictions?

This episode was produced by Claire Miller and engineered by Benjamin Spencer. Our associate producer is Alison Weiss. Mia Salverio is our research lead. Isabella Kinsel is our research associate. Dan Chalon is our intern. Drew Burrows is our technical director. And Catherine Dillon is our executive producer. Thank you for listening to Profity Markets from the Vox Media Podcast Network.