The 'few months' bit doesn't seem quite right - the cost to get a human to drive a car would maybe be $50k per year, so i'm not sure how a $200k vehicle can pay itself off in a few months vs a $50k car + $50k per year driver.
I'm aware that the cost / ride is higher for Waymo, but it doesn't sound like that would be enough to cover the extra $200k and not certain that scales to other geographies outside of SF.
I mean to pay off a $200k vehicle in a few months you would need each car to be clearing $3k a day in revenue or something like that.
It's probably a few years per car if they are at $200k. If they are 'in the black' or not will probably depend more about their accounting rules (i.e. depreciation) more than anything else.
"But saying, you know, picking an upper bound, $100,000 worth of equipment on it, you amortize it over, you know, the lifetime, call it, say, 400,000 (miles), 25 cents per mile. Right. And, you know, it gives you some margin compared to the cost of paying a human driver."
He also mentioned that the next generation would see a "drastic reduction in the cost".
Nintendo is a TSE-listed public company with a market cap of about USD 110 billion.