Tesla charges $12,000 for the FSD package. Not sure what a Waymo package might be worth, but it could be a hell of a lot more lucrative business than Android.
There are a dozen competitors, and the price of the actual hardware is a few thousand dollars. I don’t imagine this will be a high margin business. A $1000/car markup over hardware cost seems about right to me.
I can name a dozen mobile operating systems as well. Some serious ones: Symbian, BlackBerry, Microsoft, Tizen, iOS, Android. The question is if there is a network effect… a powerful one such as “waymo doesn’t manslaughter cyclists”.