Waymo to start curbside grocery delivery in SF next year

Posting because I am intrigued by the implications this has on Nuro's outlook (their pitch was to get ahead of competitors by focusing on passenger-less vehicles). Now that Waymo is going to have special-purpose delivery vehicles in 2022 [1], how do Nuro employees feel?

[1] https://www.stellantis.com/en/news/press-releases/2021/decem...?