Yeah, Google and Apple do probably have much more first-party probe data of passenger vehicles. But it really depends on the type of traffic data product. For some use-cases, it's more than sufficient for the vendor to buy probe data from specific types of fleet vehicles (like work trucks).

Where Google/Apple's coverage is quite valuable is for near-real-time speeds for atypical events -- say like yesterday's Super Bowl. But that's not what this blog post is about -- this post is about a well-established pattern that can be identified with historical datasets.

All that to say that vendors sell a wide variety of data products to transportation planners, but just because Google is now entering this niche market doesn't mean they'll be "the best" or even realize what their strengths are.