Waymo 的高成本构成障碍，但模型改进与技术成熟可能带来出人意料的长期盈利能力。
逐段跳播
这里我想到的是 Google，以及它今年晚些时候推出由 Gemini 技术驱动的智能助手的可能性。许多人使用 Google 的 Gmail 和 Google 日历等服务，这使得各项服务之间可以无缝整合。这是他们已经拥有的信息和数据。
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 .
瞧，出手干预的是 Oracle，而不是 Alphabet 或 Meta，我并不感到意外。
Look, I'm not surprised that it's Oracle that's interfering, not Alphabet or Meta.
有了 Apple 这对组合，还有 Waymo……哦，oog？这是他们的新车吗？我不太确定。
With the Apple duo , and Waymo...oh oog? Is this their new car? I don't know exactly.
如果我们谈的是盈利能力，无论你把 Waymo 的车辆称作什么，它都是。瞧，这是他们的核心业务，所以他们必须能够实现盈利。
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.
他们目前的成本非常高。所以，如果他们能够自我发展，并建立起一套提升自身表现的模型，我认为长期盈利能力可能会是一个惊喜，前提是 Waymo 的技术继续如我们所愿地运转。
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.
所以，不像传统 Waymo 汽车、甚至更新的 Lucid 汽车那样事后才把这些东西加装上去，这里一切都是整合好的。
So, instead of adding these things later as is the case with traditional Waymo cars or even newer Lucid cars , everything is integrated.
就 Waymo 而言，这些利润未必会与司机分享，而这一直是、并且仍然是 Uber 这类公司面临的一大障碍。我认为 Waymo 最终会做到这一点，而且我认为他们会向普通大众大量销售这些产品。
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.
这个频道对 $GOOGL 的历次判断
The Motley Fool 在这只股票上共 5 条判断，这里只列相邻的几条。