Comparing to all drivers is one thing, but comparing to ride shares is another and yeah, Uber and Lyft are done.
The market is definitely going to choose Waymo.
The new reservations of a driverless car arent going to be big enough to trump the distrust and negative experience of other humans, given the option. The pricing is comparable, and the rest of the experience is better. The driverless part also seems trained on the driving customs of the area, here in LA it was assertive when it needed to be and overall impressive. LA has some sketchy left turn customs and the car did it fine.