Well currently they make about 1500 bucks a year of every american household just selling ads. Make much less on the rest of the world. So it really just boils down to what the upper limit on ad sales to the american consumer is.
What next? Are you going to say look at where Apple was pre Jobs as evidence? So all they have to do is resurrect Jobs from the dead and let him take over Waymo?
There is a reason that “look at Amazon!” is meaningless