Each Waymo is > $140,000 of customized hardware and is limited to specific cities. Autonomy in commercial vehicles is arguably led by Tesla on coverage, miles driven, ready hardware, cost per mile etc. They’re going to start pushing tests on their consumer fleet, converting them to optionally commercial taxi rides soon with the fleet owner model versus the central provider model. This is scheduled for June in Austin and confirmed to be on schedule.

You can also take fully autonomous bus rides in China right now, even there, for, early reviews, the latest Tesla Autopilot blows everything else out of the water.

I’m not trying to push Tesla alone, but I’m trying to highlight the gap in adoption goals. What is Waymos ambition this year? How much can they ramp their fleet at $140k per unit versus Teslas consumer fleet and upcoming low cost robotaxi with the mass manufacturing improvements further lowering cost per unit?