I think Larry and Sergei have been slowly removing themselves from Google/Alphabet over the past several years. You're right about Sundar having a large say in

I think Larry and Sergei have been slowly removing themselves from Google/Alphabet over the past several years. You're right about Sundar having a large say in the matter, but he seems focused on search and AI (Waymo is not AI - I am too lazy to argue why right now). Ruth Porat, however, has always had it out for the projects at X - and Waymo is the big one that hemorrhages money (even by Alphabet standards) and makes pathetic revenue (even by non-Alphabet standards). The screws are definitely going to tighten, moreso than they already have. The majority of the original talent that made up Waymo left years ago - that doesn't happen when you're on the brink of an actual breakthrough that can truly transform the world for the better. If Waymo can't pull a rabbit out of its hat, it's going to the Google graveyard. This isn't going to play out immediately, it will take a few years.