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Waymo and Toyota are dating. If they get serious, a new autonomous vehicle could be created.

1. Waymo and Toyota plan to explore a partnership for autonomous vehicle development. 2. Collaboration aims to combine strengths for a robotaxi service and consumer vehicles. 3. Sundar Pichai hinted at Waymo's focus on personally owned autonomous vehicles. 4. Waymo has shifted from R&D to commercial operations, expanding partnerships. 5. Waymo collaborates with Uber for fleet management in select cities.

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FAQ

Why Bullish?

The potential partnership enhances Waymo's market position in autonomous vehicles, likely benefiting GOOG.

How important is it?

The article discusses a strategic partnership that could significantly influence GOOG's Waymo unit and long-term stock performance.

Why Long Term?

Establishing autonomous vehicles will take time, but could generate significant revenue streams and market share over several years.

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