Of course they operate in the same market, and the influences of that market on supply are the same. But the response of gig drivers and autonomous vehicles to these influences and incentives is obviously not the same. It can't be the same.
Gig drivers have range of needs and preferences. Waymo, same algorithm, same car, same user experience all the time. Forums like HN also tends to have a blind spot about consumer preferences of women. These and other reasons are why Waymo has an outsize impact on a market compared to fleet size.
Why would the people who control Waymo be better at these things than the people who control Uber?
Again, the premise seems to be the fantasy that computers are objective, autonomous gods that don't have biases or errors, none of which is true. And again, it's bizarre to encounter that on HN of all places.
It's a very dangerous fantasy that sacrifices individual, rational thought and places all power in the hands of those who control the computers, like a cult.