### Comment:
Yea, it's lumped under alphabet, and imo end-game of Waymo is not priced in today. There's positive sentiment, but few people are realizing and applying how monetizing a *percentage of miles driven* is going to be a hot tamale.

### REPLY:
The issue is that waymo probably won’t have an impact for at least 8-10 quarters.  I doubt anyone here cares to hold that long.

### END.