This means Waymo may be open for disruption from competitors with a more scalable, innovative approach. (Not because its Waymo Driver may not be reliable enough for L4/L5 autonomous driving, but rather because Waymo does not have global maps.)
As shown, the Driver is limited to just a few geofenced areas. That is not how autonomous driving will be democratized and it poses a huge issue for Waymo. From the same 2019 report:
The company's annual cost is estimated at around $1 billion, while Waymo One reportedly yields just hundreds of thousand dollars a year in revenue, according to The Information.
Hence, this means anyone who can solve the mapping problem may gain an insurmountable advantage and leadership in autonomous driving over competitors.
As it turns out, while there may be dozens of companies and start-ups working on autonomous driving, only one company actually has the maps.