[nemothekid]

As I understand it, unless the fleet size dramatically increases, the cost of a ride is completely determined by supply/demand.

[davidw]

How long does it take to recoup the cost of the automobile and all the tech stuff they add to it?

[nemothekid]

As I understand it, whatever it costs, is strictly less than the market dynamics of providing the ride today.

There is probably some market equilibrium where they could reasonably provide <5 minute pickups for waymo users that would both cover the cost of the automobile and still be less than the price of an uber today.