Comment by seanmcdirmid

LIDAR prices are falling fairly rapidly over time (although I’m not sure about the impact of tariffs). The car and computing resources are otherwise boring costs, maybe they are at around $200k/vehicle? That would be pretty easy to pay for a with a few months of rides. If most of the rides are going through the Waymo app, they aren’t paying a lot to uber and Lyft, and I doubt they are paying the full 30% to the ride sharing platforms anyways.