Waymo just dropped safety data: 67M miles in LA, zero serious/fatal injury crashes. Human baseline would've had 11. That's not marginal improvement—that's a different risk profile entirely.
For $GOOG, this matters because regulatory clearance and insurance economics are the real moats in autonomous. If they can scale this safety edge across metros, the unit economics shift hard in their favor. Watch for city-level deployment acceleration and fleet partner announcements. This is the kind of data that moves regulators and unlocks capital deployment at scale.
For $GOOG, this matters because regulatory clearance and insurance economics are the real moats in autonomous. If they can scale this safety edge across metros, the unit economics shift hard in their favor. Watch for city-level deployment acceleration and fleet partner announcements. This is the kind of data that moves regulators and unlocks capital deployment at scale.