I don't know a lot of people who love Uber, but I know a lot of people who are only ever going to use one ride sharing app. If Waymo's app is limited to a 180 sq. mile territory and only half of their trips are in that territory, they won't bother. The first time the Waymo app tells them they're going outside their territory, it will be back to Uber forever.
I may have an unusually lazy social circle.