Earlier quoted context omitted.
> Waymo charges more than Uber to supply constraints To understand this better, is Waymo limited in each location by the number of cars they are allowed to drive? Or, is Waymo too slow to expand the number of cars on their side? As an outsider, if you have very good demand for your product, why not expand? I must be missing something obvious. (Again, I don't write this to doubt your explanation.)
There is a limit on how many they are allowed to operate.
I tried to research this limit. Here is what I found about San Francisco:
> Waymo is not subject to a regulatory cap or hard limit on the number of cars it can operate in San Francisco.