Not all Waymo riders actually want the premium cars and we can’t assume that’s why they are choosing Waymo.
We have to assume that some and perhaps most riders would prefer to pay less to ride in a cheaper car but are mainly choosing Waymo because its autonomous (cool factor, the no-human factor).
Also, California mandates autonomous vehicles be fully electric by 2030. So Waymo literally has to be driving some kind of EV to comply very soon.
Jaguar’s I-pace was a poor-selling EV SUV from a struggling company with a lot of leftover inventory, so it’s almost a guarantee that Waymo got a great fleet deal on them.
(This is a city where buying a simple 40¢ metro ticket requires showing identification.)
My medium sized American city: “what train? What bus? What taxi?
I think the best evidence of that is how uber/lyft has to use grey-ish patterns to get you to choose upmarket options. They don’t list the fares sorted by price or even list the options in a consistent order, they will strongly suggest upsells like comfort or black or whatever tier they think gives the best chance of convincing you to pay more than the bare minimum.
They also upsell faster pickup which I have to think is a way better value proposition than sitting in a nicer car temporarily.