The second half said that Alphabet had choices on who to partner with, so they could play them against each other, so Waymo had the upper hand in negotiations.
Got it. Maybe I was reading too much into the tone. I read "they'll partner with literally anyone to get distribution" as them being desperate to get distribution and therefore willing to take a bad deal.
The second half said that Alphabet had choices on who to partner with, so they could play them against each other, so Waymo had the upper hand in negotiations.