Waymo has so far been awesome, can't imagine choosing an Uber/Lyft over a Waymo when both are available options. I wonder how much they are bottlenecked by vehicle production though.

There's a huge difference between a robot who accepts all rides, and a two sided market as in the ride hailing apps. Without the factor of drivers picking their rides, the relatively small Waymo fleet has an outsize impact. The whole fleet is available 24/7/365. I would bet that Waymos rule the night.