Uber is in value territory now. But why would Tesla not win?

Tesla and Waymo are scaling rapidly, and currently, Tesla and Waymo costs less than Uber from the POV of the consumer. Tesla’s current robotaxi cost at $0.81/mile, compared to Waymo at $1.36-$1.43/mile. Uber’s costs are dictated by the IRS standard mileage rate (~$0.67) + the cost of human time, which pushes the consumer price above $2.00/mile. We know that Elon Musk wants a vertical stack ( does not want to partner with Uber). Waymo is owned by Google (They also aim to have a vertical stack just like their TPU goals) Is there something that will prevent those giants who have all the resources from disrupting Uber? Will it disrupt Uber eventually? How can Uber possibly compete if their only demand is having more drivers = shorther wait times = more customers. You are telling me that eventually those giant companies will not be able to build that demand? Is there a mechanism or a moat that I might be missing that might save Uber?