New research calls Waymo the ‘Kool-Aid man’ of the ride-share economy

A new research note just named Waymo the “Kool-Aid man” of the ride-haling economy.

And it might leave Uber, Lyft, and Tesla playing catchup. 

The study, published on March 16 by Wall Street research firm MoffettNathanson, is a 21-page exploration into how Alphabet’s self-driving car company is poised to disrupt the existing ride-sharing landscape as it continues to aggressively scale. 

“Waymo’s incursion into the U.S. rideshare narrative reminds us of the Kool-Aid...