It does seem Waymo is going the path of the component supplier (at least right now). While they have the active partnership with Fiat Chrysler, there was a report[0] in December that they were in talks with Honda as well. Then from reddit pointed out a job posted for Waymo looking for people that speak Japanese[1].

[0] https://www.recode.net/2016/12/21/14046496/waymo-alphabet-ho...

[1] https://www.reddit.com/r/SelfDrivingCars/comments/67w27p/fia...