Would Waymo need to buy a carmaker if Alphabet spun it out?

RoadToAutonomy says an Autonomy Markets guest argued that Waymo would have to buy a car company if Alphabet spun it out. A commenter disputes that prediction, arguing Waymo is more likely to keep partnering with multiple carmakers. The commenter is more receptive to the idea of Uber acquiring an autonomous-vehicle operator, citing what they say is more than $10 billion in annual free cash flow as a reason Uber could afford a deal.