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Theres a bunch of factors that will mess with your intuition here: 1) ride hail demand as significant spikes in usage during morning and evening rush hours AND it has a fairly strong seasonal trend depending on geo. 2) Insurance is also a big expense and for large operations like this is priced per mile or per operating hour, having more deadhead time means a higher loss to insurance. 3) People are very sensitive to wait times AND reliability. The desire to use the service drops a ton when wait times are greater than 10 minutes or if you're consistently not able to find a ride. Could waymo support less dense suburbs now? Maybe at certain off peak hours, but the economics and product experience are difficult.