What do you mean by the car costs $150,000 a year? The price of the Waymo is approximately 250,000 for each car, so if you’re trying to amortize that over 10 years, it would probably be closer to $25,000 a year.
But still your point stands that maybe that $150k car cost would be spread out over a longer time frame, which makes the economics much better. Like I said was trying to be conservative.
As for the $250k price point, when I search for that most pundits think that figure is several years old and may have been overly high to begin with, but if it's true at $250k then obviously a lot of margin pressure there. Still think it's likely the car cost will drop precipitously and the $150k figure won't be far off.
Might not be addressing your question with that, but I think that's what you're asking. And I think you're assuming the opposite of me which is that they haven't yet productized their offering, but I think they actually have at this point. I definitely could be wrong about that. Just an opinion.