Waymo's aggressive expansion plans, targeting 14 million paid trips in 2025 and 20 new cities by 2026, suggest strong growth for Alphabet (GOOGL) in the autonomous driving sector. This growth appears to be negatively impacting Uber (UBER), which saw a 5% decline, indicating potential market share shifts. Investors should monitor GOOGL's progress in autonomous ride-hailing as it could pose a significant competitive threat to traditional ride-sharing services.