I was just going off the top Google result based on AAA data. Took a closer look and it turns out it's the average for new cars [1], so the discrepancy must be that your statistic takes into account the secondhand market. Thanks for the correction.

In any case, the overall point is the same -- it's a vastly larger market than Search. And what Waymo currently charges, and the current cost of their cars, is irrelevant. Waymo's business model isn't based on the economics this year or next year. It's based on the economics ten and twenty years from now, when costs have fallen dramatically as they switch to cheaper models and gain massive economies of scale.

As for Tesla, it's hard to take seriously given all the promises it's made and completely failed to deliver on. Their trial currently has a safety human in a front seat and is limited to a tiny group of testers. It's so many years behind Waymo already, and it's unclear if the technological approach it's taking will ever be able to catch up or meet minimal safety requirements.

[1] https://www.nerdwallet.com/article/loans/auto-loans/total-co...