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…
If these vehicles tackle the roads of Boston, there will be no stopping this company. That place has one of the most confusing road networks I’ve ever seen in addition to some of the most confused drivers. NYC is another obvious challenge but Boston seems like a challenging middle ground.
That I think is where they'll find problems when expanding to locales with less than conscientious drivers.