So Waymo can scale up quicker once more of the following are more true than they are today
1) experience with scaling up so they know how to do it quicker, cheaper, more effectively 2) reducing the mapping costs as part of the initial set up 3) lowering the capital cost of new vehicles and depots 4) lowering the maintenance costs per vehicle 5) having more reliable and more trusted technology so they can reduce per ride or per vehicle support cots 6) having better cash flows from operations e.g. being profitable or at least positive cash generation
And their nearest competitors will be watching them closely for some second-mover advantage.
9 WAYMO
1) experience with scaling up so they know how to do it quicker, cheaper, more effectively
2) reducing the mapping costs as part of the initial set up
3) lowering the capital cost of new vehicles and depots
4) lowering the maintenance costs per vehicle
5) having more reliable and more trusted technology so they can reduce per ride or per vehicle support cots
6) having better cash flows from operations e.g. being profitable or at least positive cash generation
And their nearest competitors will be watching them closely for some second-mover advantage.