[rcxdude]

Waymo generally seem to be extremely cautious: they have invested the most effort into the safety design of their systems and they don't shout very loudly for being the leader of the pack. I think this extends to their expansion as well: autonomous car companies are only one or two serious incidents away from severe backlash (see Cruise), and the more you operate the more likely it is that one occurs. Expanding slowly and dealing with each expansion of near-miss edge cases as you do so is a rational strategy in that case, even if you have already beaten human drivers.

(Also Google is bad at full commitment, and I don't know how much that extends to Alphabet, but they as a company seem pathologically incapable of putting even a majority of their weight behind anything, which is a significant source of failures for them)