Bad news for TomTom and Garmin

[offthegrid]

It isn't at all clear who is providing what, as canderson already stated. It's likely that Waze is providing gps probe data from Android users although this from an Inrix exec:

Kevin Foreman · Vice President, Mobile Applications at Inrix, Inc.

http://www.intomobile.com/2012/06/13/waze-bringing-crowdsource-traffic-apple-maps

Actually Waze is providing map data only, No traffic data.