Think of Waymo Driver as the equivalent of Android for vehicles. It's an operating system and a suite of cloud services for both autonomy and ride hailing.

The long history of "First mover advantage" being a myth implies they are more likely Nokia or Blackberry than Android

What about all the expensive hardware, gpus, lidars? That’s like having iOS on your phone and if you want android you need to buy extra things that are worth same price as your phone.