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When Google spun off its self-driving car project in 2016 as a separate company called Waymo, the auto world took notice. Since then, Waymo has led the pack of autonomous vehicle developers, setting the stage for what could be a massive transformation in personal mobility. The company was among the first to deploy fully driverless cars, and it has its sights set on ride-hailing and freight hauling as its commercial pursuits. Waymo’s position at the top of the technological hierarchy will tell us whether self-driving cars are truly transformative or just a passing fad.