[Closi]

I think the most obvious drivers were:

* Time - Waymo started work on this in 2009 and are now getting a faster adoption in 2024. Uber started in 2015 and sold it off by 2020. Time has given Waymo the advantage of slowly ramping up and starting with toe-dips.

* Funding - Waymo has spent more money to get where they are now (probably 2-3x what Uber spent in total). Google also has deeper pockets than Uber, which means that there is less pressure on quickly ramping up Go To Market or immediately getting profitability.

* Culture - Waymo was much more cautious (likely because of funding structure) which is now paying dividends in terms of regulatory approval and consumer trust ('sometimes you have to go slow to go fast').