Simultaneously, Waymo is adopting more human-like behavior like creeping at red lights and cutting in front of timid drivers as it jockeys for position.

I still think that Google isn't capable of scaling a rideshare program because it sucks at interfacing with customers. I suspect that Uber's long-term strategy of "take the money out of investors' and drivers' pockets to capture the market until automation gets there" might still come to fruition (see Austin and Atlanta), just perhaps not with Uber's ownership of the technology.

On the other hand Google has been hard at work trying to make its way into cars via Android automotive so I totally see it resigning to just providing a reference sensor-suite and a car "Operating System" to manufacturers who want a turnkey smart-car with L3 self-driving