Mentions personal use of Waymo.

Transcript context

…So your argument is whatever number I come up with for reducing accidents, it’s still a bigger market than that because there’s additional value created in the product experience itself. Yeah. Scoping just to ride share now that we have Waymo in San Francisco, I use Waymo in scenarios where I would never use an Uber or a Lyft. Makes sense. Here’s the data we have. The CDC released a report saying deaths from crashes in 2022 in the US resulted in $470 billion in total costs, including medical costs and the cost estimates for lives lost. Which is crazy that the CDC has some way of putting the costs on human life, but they do. If you reduce crashes 10x, which is what Waymo seems to be saying in their data, at least for the serious crashes, that’s over $420 billion a year in total costs that we would save as a nation. Now it’s not totally apples to apples—I recognize this—but that cost savings is more than Google does today in revenue in their entire business. You could see a path to a Google-sized opportunity for Waymo as a standalone company just through this analysis as long as they figure out a way to get costs down to the point where they can run this as a large and profitable business.…

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