Add freeways and airport rides, both of which they are very close to doing, Waymo will become much more of a complete service and a true Uber/Lyft replacement. In a year's time, we could genuinely see them operating at scale in 6-8 major cities (SF, Phoenix, LA, Austin and new cities), especially with their new dedicated robotaxi from Zeekr. A possible hold up would be China import tariffs imposed by the US governmen…
2: I have never seen a Waymo on the freeway without someone driving it (not monitored self-driving, but physically driving it). Take this with a grain of sand but it is my understanding that full self-driving on highways is still far away given the limited range of the (relatively) small sensors and the speed of travel required. That is: the sensors cannot see far enough ahead to react comfortably when going above N miles-per-hour. That might be a dated understanding of the issue though...
Source: I've been riding Weymo since 2019 when it first went public beta (NDA-restricted use). Rode one last night coming home from the airport!