There are 3.5 million truck drivers in the US [0]. They are paid at least minimum wage. Alphabet has 148.299B revenue per year [1]. A conservative estimate of the revenue waymo could earn just by replacing truck drivers is 7.25 (minimum US minimum wage) * 40 (working hours per weeks) * 50 (working weeks per year) * 3.5 million = $50 billion a year.
I think once you expand past the US, and past trucks, this is definitely "Next Google sized".
That's a pyrhhic victory though. You'd essentially convert trucking into retail, making a semi-skilled workforce as well as small entrepreneurial one into a just-in time near contract workforce with high barriers to entry to start businesses.
I think once you expand past the US, and past trucks, this is definitely "Next Google sized".
[0] https://www.trucking.org/News_and_Information_Reports_Indust...
[1] https://www.macrotrends.net/stocks/charts/GOOG/alphabet/reve...