Of course they operate in the same market, and the influences of that market on supply are the same. But the response of gig drivers and autonomous vehicles to these influences and incentives is obviously not the same. It can't be the same.

Gig drivers have range of needs and preferences. Waymo, same algorithm, same car, same user experience all the time. Forums like HN also tends to have a blind spot about consumer preferences of women. These and other reasons are why Waymo has an outsize impact on a market compared to fleet size.