More than that, even -- Waymo is already transitioning to having partners that do the operations & maintenance work while they focus on the tech. I read this as a confidence in the tech timeline, strategy, and maturity. Meanwhile, Tesla's strategy is "hype, ???, deal with it."
Confidence in the timeline is one read. Lack of confidence and finding partners to shoulder the financial burden at the cost of lower upside is another.
Yeah, I could be wrong and they're just looking for the lowest risk profile. But, riders seem to be pleased and accident rate has been impressively low.
I know which one I'd back.