That's a very hand wavy argument. How about starting here:
> Mario Herger: Waymo is using around four NVIDIA H100 GPUSs at a unit price of $10,000 per vehicle to cover the necessary computing requirements. The five lidars, 29 cameras, 4 radars – adds another $40,000 - $50,000. This would put the cost of a current Waymo robotaxi at around $150,000
There are definitely some numbers out there that allow us to estimate within some standard deviations how unprofitable Waymo is
(That quote doesn't seem credible. It seems quite unlikely that Waymo would use H100s -- for one, they operate cars that predate the H100 release. And H100s sure as hell don't cost just $10k either.)
You're not even making a handwavy argument. Sure, it might sound like a lot of money, but in terms of unit profitability it could mean anything at all depending on the other parameters. What really matters is a) how long a period that investment is depreciated over; b) what utilization the car gets (ot alternatively, how much revenue it generates); c) how much lower the operating costs are due to not needing to pay a driver.
Like, if the car is depreciated over 5 years, it's basically guaranteed to be unit profitable. While if it has to be depreciated over just a year, it probably isn't.
Do you know what those numbers actually are? I don't.
> Mario Herger: Waymo is using around four NVIDIA H100 GPUSs at a unit price of $10,000 per vehicle to cover the necessary computing requirements. The five lidars, 29 cameras, 4 radars – adds another $40,000 - $50,000. This would put the cost of a current Waymo robotaxi at around $150,000
There are definitely some numbers out there that allow us to estimate within some standard deviations how unprofitable Waymo is