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@jwz There was some prior, unrelated bombshell about this, I think which came out in discovery: each additional Waymo on the streets requires closer *two* people to manage it, than the one you'd need for a taxi/uber/lyft. So they're not even an efficient form of automation. What's compelling, though, is the operators don't need to be local, or even in the same country, and you don't even need to pay those pesky income taxes to the local government.