[Fricken]

When Waymo was known as the Google Self-Driving car project they were cavalier about safety, but became much more conservative after spinning out as Waymo under John Krafcik in 2017.

Waymo has not had any serious incidents and these days it seems they're doing what they can to remain low-key and avoid attracting negative attention to themselves. Like you said, when Cruise, Uber or Tesla behave recklessly, it can't help but bode poorly upon Waymo in the eyes of the public.

We can't directly compare what these companies have going on under the hood because it's all quite proprietary. Waymo nonetheless has been chipping away at the problem for longer and with more resources at their disposal than any competitor. Waymo's 'Driver' is far and away the most experienced. While I'm fully confident making that claim, there's no easy way to measure it or make an emprirical comparison to other drivers.

If you want to play this game and you aren't very experienced, you can fake it by being reckless. You can make it seem to investors that you're better than you are by putting hundreds of vehicles on the road. Investors want results. You have to be able to point to a line on a graph that goes up and to the right and say "look at all these new benchmarks we hit! More cars! More miles!"

Waymo is effectively patronized and will run at a loss for as long as they need to without any pressure to fake it until they either make it or break it. It's Larry and Sergey's pet project. It's the one they won't let go of. A single scandal can really mess things up.