One of the most interesting statistics about Waymo is how few of them there are. The only service area with what you could call a large number of vehicles is the Bay Area. The news reports I've seen about it say under 1000 there and fewer than 3000 nationally. Uber's CEO was quoted as saying that a Waymo completes more rides than 99% of Uber drivers. It's a pity he didn't make a comparison against the median Uber driver. But it's plausible that a Waymo could replace 10 Uber drivers or more. That ratio flows through to revenue.