Google also had literally hundreds of failures and Android is not an amazing financial success by any means and Google still ends up paying Apple over $20 billion a year because people with money buy iPhones.
Google is not exactly known for its success rate getting products out of the door that aren’t ad related.
In the phone market. The Motorola acquisition was a major failure and Pixels aren’t taking the world by storm.
The entire “Other bets” haven’t led to any major successes.
There are only two tech companies that have shown any ability to do hardware at scale as mass consumer products in the last 25 years - Apple and Tesla.
Apple was the next Apple with the iMac. Then with the iPod. Then with the iPhone.
Google was the next Google with Android. With Chrome. With Gmail. With Google Maps. With YouTube.
Google becoming the next Google with Waymo would not be a black swan event.