They're victim of the self-driving hype machine, which is not entirely Waymo's fault. Lots of people and companies were really promising the world with self-driving cars after making the initial "novelty" proof of concept stuff possible. But now they're in the nitty gritty of actually making it safe, dependable, reliable, and trusted, in less than ideal conditions (or in non sunny California conditions at all) and people and companies are finding that it's far harder to follow through on that.
To Waymo's credit, they have been steadily plugging along without crazy marketing or PR to overhype their product. They just have to win the long-game, if they can.