Still no sign of Waymo in Other Bets revenue, which fell from $450M to $411M.
But they're presumably investing more in it, since Other Bets income fell from $-1,226M to $-2,100M, meaning expenditure went up $800M YoY. (Obviously not all of this was Waymo though.)
They recently claimed 500k weekly rides, at an average cost of $20 (seems low) would be $500mm run rate.
I've been wondering when we'll see it unambiguously showing up in there. I suspect this time next year it'll be visible for sure, maybe Q4 of this year?