I saw a transit enthusiast YouTube video try out Waymo from the most distant part of the network to fisherman’s wharf in SF and it cost twice as much as an Uber while having a longer wait time for a car.
It also couldn’t operate on the highway so the transit time was nearly double.
One shouldn’t underestimate how economical real human operators are. It’s not like Uber drivers make a ton of money. Uber drivers often have zero capital expense since they are driving vehicles they already own. Waymo can’t share the business expense of their vehicles with their employees and have them drive them home and to the grocery store.
I’m sure it’ll improve but this tells me that Waymo’s price per vehicle including all the R&D expenses must be astronomical. They are burning $2 billion a year at the current rate even though they have revenue service.
Plus, they actually have a lot of human operators to correct issues and talk to police and things like that. Last number I found on that was over one person per vehicle but I’m not sure if anyone knows for sure.