Broadly speaking, I agree with the article. This has the potential to leapfrog mass transit as well as Uber. But how the Waymo model develops is probably unknow

Broadly speaking, I agree with the article. This has the potential to leapfrog mass transit as well as Uber. But how the Waymo model develops is probably unknowable right now. Will there be a variety of Waymo vehicle purpose-built for Waymo? Will Waymo become a bus service on heavily traveled routes? Or will iit becomme a kind of franchise where the transit agency is responsible for the vehicles and Waymo becomes a white-label enabling technology or are bus routes going to be obsoleted by right-sized privately owned Waymo "mini busses" with dynamic capacity and pick up/drop off on demand? My guess is that Google will try to get out of the business of owning the vehicles and make Waymo an enabling technology. But there is a lot of experimentation to be done before anything other than how Waymo has evolved to become part of what Waymo does.