This is a big deal, IMO. this starts the clock ticking. maybe Waymo wont care if it takes a long time to get return on their investment, but a lot of outside in

This is a big deal, IMO. this starts the clock ticking. maybe Waymo wont care if it takes a long time to get return on their investment, but a lot of outside investors will want return quickly. Waymo going after investors tells me that they believe they can start rolling out soon enough to actually seem attractive to investors.