Uber also has to pay drivers. How much of that $50B goes to the operator?

Meanwhile, for Waymo, a good chunk of it is profit (after the fixed cost of the vehicle, of course).

The cost of the computers, LIDAR, special maintenance, vandalism, staffing humans for remote issue handling etc will probably costs the same as a year's income for an Uber driver. But after that it's mostly profit and they can run cars longer.

The most important thing for Waymo is scaling up production of LIDAR and maintaining them efficiently. They will have a massive fleet running very sophisticated radar+computers. That's a huge logistical investment when it's a million cars. Those sensors will break or be damaged.

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tracerbulletx 3 days ago | parent [-]

They've been partnering with Uber to maintain the fleet in some cities haven't they since they already have regional infrastructure? I don't think they want to be in the fleet management business.

	▲	dmix 3 days ago \| parent [-]
		AFAIK Uber is doing app integrations + some local operational fleet management. Waymo is supplying the cars, radars, computers, remote service, the brand, etc. Waymo has to scale that production and maintenance up country wide and then globally. Uber's CEO compared it to Marriot, people come in to run the hotels in the local region, but they actually don't own the hotels. It's like hired managers who take a cut. It also makes sense to have people with local experience run them in each local region. But those businesses still involve margins and expenses that have to make sense.