(That quote doesn't seem credible. It seems quite unlikely that Waymo would use H100s -- for one, they operate cars that predate the H100 release. And H100s sur

(That quote doesn't seem credible. It seems quite unlikely that Waymo would use H100s -- for one, they operate cars that predate the H100 release. And H100s sure as hell don't cost just $10k either.) You're not even making a handwavy argument. Sure, it might sound like a lot of money, but in terms of unit profitability it could mean anything at all depending on the other parameters. What really matters is a) how long a period that investment is depreciated over; b) what utilization the car gets (ot alternatively, how much revenue it generates); c) how much lower the operating costs are due to not needing to pay a driver. Like, if the car is depreciated over 5 years, it's basically guaranteed to be unit profitable. While if it has to be depreciated over just a year, it probably isn't. Do you know what those numbers actually are? I don't.