When I was working for the automotive industry their models and projections suggested that ubiquitous self-driving cars would reduce the total market for cars to ~15% of its current size. As in, sales would drop by 85%. The addressable market for automotive OEMs is set to undergo a dramatic reduction in size.
Few automotive companies have a coherent plan for how they were going to survive that existential risk.
People will still be doing about the same number of miles per year, and cars will still last a similar number of miles. So if a ride share car does 10x as many miles per year we need 1/10 the cars, but they also last 1/10 as long, so it evens out.
Sure they'll get slightly more miles out of a ride share car, but the number of miles will also go up do to dead heading and because cheaper/better transportation causes prior to use more of it.
Sorry, but at the current price of Waymo rides that just can't happen. They become more expensive than leasing a car at something like 8 rides per month (as in, get into a Waymo, expect to pay $60 per ride)
Few automotive companies have a coherent plan for how they were going to survive that existential risk.