David Risher
๐ค SpeakerAppearances Over Time
Podcast Appearances
We've got a Baidu partnership that we've just announced.
It's gonna be live in London later this year.
We just worked out an agreement with the city of Hamburg in Germany to be the first robot taxi provider there.
So that's wonderful.
So you've got the partnerships, you've got the cities lined up.
And now you've gotta be able to manage this fleet.
And as you just said, this is not the sexy part, but it's so important.
You've got to be able to make sure these cars are charged, clean, and ready to go.
We have a FlexDrive subsidiary that's been doing that for years.
We think we're the best in class.
And our goal is to be maybe 5% cheaper than any other place with higher quality to put robo-taxes on the network.
Well, so when I say cheaper, I mean the lowest cost way, right?
And that's the thing is I want our cost position to be really good.
To your point, like our goals, which we set out a couple of years ago, our top line growth of 15% mid-teens year on year, we're very much on track for that.
And bottom line growth getting to a billion dollars of adjusted EBITDA, which would be 4% margin, very much on track for that.
But what it means is you've got to be really smart about managing your costs.
You've got to be really good about kind of managing your quality.
And we're doing really well on both.
We've just made progress.
As I say, we've had our best profitable, highest profitable quarter just this past Q4.