美东时间早7点50分，竞争的火药味在Uber与Waymo之间愈发浓烈。Melius Research在一份报告中指出，两家公司在凤凰城——这个Waymo最初合作的伙伴市场——结束了长达三年的合作关係后，对抗态势显著升级。
分析师Conor Cunningham和Patrick Coleman表示，随着Waymo不断扩大规模，它越来越倾向于独立运作，不再依赖Uber作为平台。一些投资者认为，Uber能够扮演自动驾驶汽车市场的桥梁角色，将需求与供给有效连接起来；但另一些人则指出，Waymo是少数几个已经证明自己具备规模化能力的自动驾驶模型之一。
这种分歧，正是当前市场对两家公司未来走向的核心看法。
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