I guess to me it seems like common sense that a system that has substantially fewer crashes also has substantially fewer deaths. Maybe we can't make definitive statements about the expected number of deaths yet, but I think the most reasonable best guess with the information we have is that waymo deaths will be much lower.
The alternative requires a scenario where waymo is especially likely to get into fatal accidents while being very good at avoiding non-fatal ones, right? Seems far-fetched.