Waymo is a great example, actually. They serve Phoenix, SF and LA. Those locations aren’t chosen at random, they present a small subset of all the weather and road conditions that humans can handle easily.
So yes: handling 100,000 passengers is a milestone. The growth from 10,000 to 100,000 implies it’s going to keep growing exponentially. But eventually they’re going to encounter stuff like Midwest winters that can easily stop progress in its tracks.
About driverless cars, new tech adoptions often start slow, until the iceberg tips and then it's very quick change. Like mobile phones today.
I remember thinking before smartphones that had entire-day battery and good touchscreens: These people really think population will use phones more than desktop computers? Here we are.
I wouldn't say so, because the cars are not at all autonomous in our understanding of autonomous.
The cars aren't making all their decisions in real-time like a human driver. They, Waymo, meticulously mapped and continue to map every inch of the traversable city. They don't know how to drive, they know how to drive THERE.
It would be like if I went to the DMV to take a driving test. I would fail immediately, because the parking lot is not one I've seen and analyzed before.
"true" self driving is not possible with our current implementation of automobiles. You cannot safely mix automobiles that self-drive with human drivers. And the best solution is to converge towards known routes. We don't even necessarily how to program the routes - we can instead encode them in the road itself.
It might occur to you that I'm speaking about rail. The reality is it's trivial to automate rail systems, but the variables of free-form driving can't be automated.
So yes: handling 100,000 passengers is a milestone. The growth from 10,000 to 100,000 implies it’s going to keep growing exponentially. But eventually they’re going to encounter stuff like Midwest winters that can easily stop progress in its tracks.