4 Comments

Great article exploring the different scenarios. Seems like Waymo is still exploring which path to take but will be interesting to see how this develops.

Expand full comment

Thanks, I do think it's clear they're shifting towards an asset light model and offloading operations/financial risk/etc onto willing partners.

Expand full comment

This is an awesome article. Thank you. Huge help to me

Expand full comment

Glad you enjoyed it - this was a fun one to write!

Expand full comment