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I'm sure they did it out of caution, considering their excellent track record. Love this company, would like to see them expanding.

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I'm interested about the legal requirements of Waymo filing a recall notice with the NHTSA. That is, all the affected cars were actually owned by Waymo - could they have just updated the cars anyway, by themselves.

To emphasize, I'm genuinely curious. I don't understand how the recall notice process works if your product isn't owned by anyone else but you.

Product recall insurance is a relatively common rider on general liability insurance. I don’t know if that’s what drives Waymo’s decision here but it’s pretty common for such policies to require the insured to play nice with regulators and not pull any stunts, otherwise they’ll fight any payout.

I don't think the economics will work (for quite some time). They have ~670 cars in total, and still have seriously negative cash flow.

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