a deliberate strategy to establish market-validated pricing, prepare for eventual independence, and impose governance discipline on what has been a protected moonshot project. The move signals that Alphabet is transforming Waymo from an “Other Bets” science experiment into a standalone asset with credible external valuation—likely positioning for an IPO within 2-4 years once profitability arrives.
I'm not sure how useful this pricing is for the future, as waymo is currently operating on semi-infinite Google money. If that stops, no doubt the price would change too.