[compiler-guy]

The cloud business is also doing quite well. Waymo is generating revenue now as well. So not just ads.

[usrusr]

So how much is the American household spending on Waymo, in average? It's totally insignificant.

[ethbr1]

The value of Waymo isn't current revenue, it's whether it works reliably and whether it can be scaled.

[raw_anon_1111]

Is it profitable?

[compiler-guy]

Cloud is profitable. Waymo not, but is building. In any event, the grandparent was talking about revenue.

[raw_anon_1111]

Which is completely meaningless. Anyone can sell a bunch of one dollar bills for 50 cents

[compiler-guy]

That was the proper takeaway during Amazon.com’s preprofit stages.

[raw_anon_1111]

https://en.wikipedia.org/wiki/Survivorship_bias

[compiler-guy]

A more sophisticated analysis would involve checking available capital vs run rate and whether or not there is a viable business underneath.