Dmitri Dolgov

And that you guys seem to either have solved that in generalizing it or just scaled up your ability to do the city specific work.

What enabled the kind of the rapid city expansion?

So Driver version 5 was just a much more generalizable stack than version 4?

And what was it about it?

Was it just that it had been trained on a much wider...

AI is the backbone for...

as the core engine, as in you're saying that Gen 4 had lots of small little AI subsystems, right?

we don't have hardware a second so lots of hardware questions but one is maybe um everyone in this space has a very charismatic demo of a vehicle that is custom made for self-driving and so you know it's often the van with the um

You know, no steering wheel, seats facing in both directions.

You know, you guys have one.

Tesla has the steering wheel-less cyber cab.

You know, Cruise had the Cruise Origin.

And yet, we're still driving in Jaguars that have a steering wheel in the front and are pretty similar to consumer cars.

And it's interesting to me because, you know, if we were...

talking about this 10 years ago, we might say, well, yeah, developing a custom car, like that's relatively straightforward.

We know how to put a bunch of sensors on a new car, but the software will take a long time.

And what's interesting is we've made huge progress in the software, but interestingly, the cars are still derivatives of, you know, cars that people are driving.

And so I'm curious why you just think the custom hardware has not happened as of 2026.

It's obviously, it's a small improvement compared to, you know, Waymo is the big improvement, but it's just interesting that it still hasn't happened.

Yes.