[summerlight]

This makes sense. If they don't outsource, they need to run millions of cars. This will cost Alphabet hundreds of billions capex, which is not cheap even for them. This is not just the money problem, but also has significant implications on their speed of business expansion. Let's say Google decides to pour tens of billions every year on Waymo, it will takes tens of years to expand into all of the major US cities. They probably don't want to give the competitors that much time.