Given Alphabet/Google's record of shutting down moonshots--or really services more broadly--what are the odds that Waymo is going to be around in a few years, especially if there'a a serious ad-tech fallout?
ADDED: Google has been pretty clear that they're only interested in door-to-door self-driving and not in incremental driver assistance or freeway-only hands-off. If that goal turns out to be something for an indefinite future--as seems entirely possible--I'm not sure why Google (of all companies) would continue to invest for decades towards an uncertain eventual goal.
It probably wouldn't go to zero. The IP and other assets are likely worth something to an automaker or auto supplier. But that number would doubtless be a lot less than valuation based on being the pre-eminent self-driving company in the very near future.
ADDED: Google has been pretty clear that they're only interested in door-to-door self-driving and not in incremental driver assistance or freeway-only hands-off. If that goal turns out to be something for an indefinite future--as seems entirely possible--I'm not sure why Google (of all companies) would continue to invest for decades towards an uncertain eventual goal.