The hosts date the split to the week of Uber's earnings report, when Waymo co-CEO Tekedra Mawakana gave an interview.

He pushes back on one part of Mawakana's account: Uber has said, and Waymo has not publicly refuted, that Uber offered Waymo a dedicated tier in Austin and Waymo declined.

Its own growth chart depends on companies the hosts describe as years behind Waymo, and its largest current supplier is leaving.

He pushes back on one part of Mawakana's account: Uber has said, and Waymo has not publicly refuted, that Uber offered Waymo a dedicated tier in Austin and Waymo declined.

Its own growth chart depends on companies the hosts describe as years behind Waymo, and its largest current supplier is leaving.