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by lmm 21 days ago
> How much is Waymo burning a year? 3B on 300M ARR? Anthropic is what 5B on 20B ARR? Waymo is 3x older. Why don't we hear such confident statements about how subsidized their rides are?

We do. We hear it less often because no-one is talking about how Waymo changes how we all need to work or whatever, that's all.