Boeing may never make back the development costs of the 787. That was an absolutely epic disaster of a project. But that doesn't mean Boeing shouldn't build and sell every 787 they can profitably sell.

If Waymo is at breakeven including capex, opex, and overhead, operations logistics becomes the limiting factor. While Alphabet is capable of investing more money into Waymo, I think they've reached the tipping point. If you see Waymo expansion accelerate, bet on that tipping point having been reached.