Q There's hills, there's random people on the street, there's bikes, and, uh, I think, like, the telling that some people would get would be, like, if you can solve San Francisco, you can solve kind of anything, Maybe not Boston in the winter, but, uh, is that the story you tell, or is there something else, and, and what are you pulling from their strategy overall, seeing what Waymo's done?
A Yeah, I mean, just on the commentary of kind of hard cities to drive, I would love to see Waymo's in Riyadh, Saudi Arabia. There is, it is bananas to take car rides there. Um, but what, what I think is interesting is we've always compared the kind of Waymo and the Tesla strategy, right? The Waymo Cause I think, yes, they operate in San Francisco, which is, you know, lived there for many years, not, not trivial to drive them, but the cost structure of, you know, how much does that vehicle cost, right? The amortizing that CapEx against all the vehicles, right? If you have this really expensive Spencer suite, you really like cost optimized, uh, the vehicle. Um, and it's hard to, when you're kind of reliant on a lot of these sensors and kind of advanced computing, um, it makes it difficult to really get it to be substantially cheaper over time. Um, and to deploy a bunch of, you want to deploy a bunch of these, right? Like the, the, the question I've always asked is why doesn't Waymo deploy, you know, you have Google's budget, right? Why wouldn't you go deploy, you know, a thousand of these tens of thousands of these, right? Um, we've always viewed it more in the Tesla approach, right? Of like, if you can make kind of camera based, uh, autonomy and kind of driving work, um, you can have a substantial simpler cost structure, right? Um, you're able to, and with that simpler cost struc…
AI assessment note: “we've always compared the kind of Waymo and the Tesla strategy”