That's not a reason for Waymo to give rides at a major loss. Heavy users are the ones that are going to buy the unlimited package. If you do just one average trip per day (there and back), at about $20 per ride, their regular price will cost you about $1200/month. A heavy user might use several times that. Do you think Waymo currently has 10-20x profit margins? If they're were able to drop their price by that much, they could also afford to drop their non-subscription price by 10x and take over the taxi/rideshare market.