> Having hundreds or thousands of cars per city/metro is going to be capital intensive

Ha! Lyft doesn't own much of its fleet! There's a small fraction of vehicles that lyft rents through Flexdrive.

Just like Tesla Self self-driving, Waymo can ask people, if they want to offset related capital costs, to buy cars and rent them to Waymo to be reconfigured and run as autonomous vehicles on profit profit-sharing basis.