> but I don't see an obvious way for Waymo to get enshittified
My guess is that once Waymo starts to extremely take off, law makers in various cities will start to pass laws to ban them or the number of regulations will make it impossible to run at a profit. This will almost certainly happen. It will disproportionately impact an entire segment of the population and will put them out of work.
This video is very apt: https://www.youtube.com/watch?v=_tjZchYXMmA Australian Taxpayers' Alliance - "ALL Obsolete Industries Deserve The Taxi Bailout!" (1m38s) [2015-12-13]
> law makers in various cities will start to pass laws to ban them or the number of regulations will make it impossible to run at a profit. This will almost certainly happen
No they won’t. And Waymo’s playbook would be Uber’s if they did: preëmpt at the state and federal levels.
No they won't. The product is so outrageously superior on every dimension to the status quo that municipalities will figure out whatever they need to in order to accommodate them.
You think the folks on City Council enjoy chauffeuring their own children around and will block a solution to it?