Azeem Azhar

And what that's done, I think it's created breathing room for the European marks to bring some products out and for the Chinese to start to make themselves available.

And we've seen in the UK,

the BYD brand at the higher end with the seal and the lower end with the dolphin start to become more and more visible.

Incidentally, I don't think that helps the European brands at all.

I think I talked about this last week.

I think they're in deep, deep trouble because they don't have have cost leadership.

So when I go off and rate myself, I did pretty well with my

predictions.

I hope some of you acted on them.

That would have been fun for you if you had.

But I think there's two things I should say about that, right?

The first is we build models of market penetration, transition, cost curves, and we use those models to inform

what we think is going to happen over the next year or two years.

So it's actually reasonably easy to look at those models and say, okay, where do we think things are going to go?

But there is also a problem with coming out with predictions that you get seven out of seven right.

It means you didn't try hard enough.

It means I didn't push the boundaries enough.

Was I really just, you know, sandbagging a little bit and giving myself an easy response?

job.

I mean, I'd love your views on that.