Read the contract if you can. I guarantee that they have not put down a billion dollars for all those cars. This isn't like ordering from Amazon. This is a complicated delivery contract. It will have stages. Money will be owed according to a schedule. If things don't work out, there will be many places where delivery can be delayed or the order canceled. Waymo has to have a plan to pay for this in the long run, but they aren't today putting down all the cash.

If you are buying 10,000 cars, what you are essentially doing is taking on that car manufacturer as a partner. You are betting that you will need the cars, and they are bettering that you will be around to pay for them. Everything remains speculative.