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Positive safety progress lowers near-term uncertainty about Waymo; long-term monetization potential could lift Alphabet's AI/AV exposure, though near-term moves depend on broader adoption and policy actions.
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An IIHS analysis found Waymo's robotaxis crash 68% less often than human drivers from 2021-2024 across Phoenix, LA, SF, and Austin, underscoring progress in Alphabet's autonomous venture. While SF incidents drew headlines, the data support longer-term demand and regulatory momentum for AVs, potentially bolstering GOOG's valuation as Waymo scales.
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