There are second order effects though. Once Waymo kills the Uber driver/taxi jobs, what are the chances your Waymo is attacked by a roving band of jobless drivers? It's surely nonzero.

This seems a little silly. Did mobs of jobless taxi drivers attack the Uber drivers who took their jobs? No. No offense, but if you have a girlfriend, wife, or female friend, you might want to ask them about safety and security of ride sharing services. I suspect their answer will be an eye opener for you.

Using "second order effects" because big words sound cool without understanding the whole point of "second order"...