Waymo's high costs are an obstacle; improved models and working tech could lead to surprising long-term profitability.

Here I am thinking of Google, and the possibility of it launching a smart assistant powered by Gemini technology later this year. Many people use Google for services like Gmail and Google Calendar, which allows for seamless integration between the services.

This is information and data that they already have .

Look, I'm not surprised that it's Oracle that's interfering, not Alphabet or Meta.

With the Apple duo , and Waymo...oh oog? Is this their new car? I don't know exactly.

if we're talking about profitability, whatever you call a Waymo vehicle, it is. Look, this is their core business, so they need to be able to be profitable.

Their costs are currently very high. So, if they can develop themselves and put in place a model that improves their performance, I think long-term profitability could be a surprise , assuming Waymo's technology continues to work as we want it to.

So, instead of adding these things later as is the case with traditional Waymo cars or even newer Lucid cars , everything is integrated.

In the case of Waymo, these profits will not necessarily be shared with the drivers, and this has been and remains a major obstacle for companies like Uber. I think Waymo will eventually get there , and I think they will sell a lot of these products to the general public.