They say they don't have drivers, but they do admit to having actual people that solve live issues that the car cannot understand, which seems like a semantic difference to me. If its one support person per 1k cars, its probably a non issue, if its one per 5 cars then its a totally different problem.
In any case, the "can it make money" question is still unanswered (at least according to Waymo as of March). https://www.cnbc.com/2025/05/20/waymo-ceo-tekedra-mawakana-1...