Jeff Lawson
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Podcast Appearances
But as you just pointed out, a lot of our biggest growth is actually in the highest value modes, highest margin modes.
Oh, my God.
I mean, this is going to be a big year for self-driving cars, right?
And let's start with sort of the big picture.
When self-driving cars come onto a network like ours, it tends to expand the market.
And you would expect that because it's a cool new product.
It's reliable.
You know, you can kind of space out.
You can text and not worry about a driver overhearing a phone call, something like this.
So that's really good.
Okay.
So then what happens is you've got to make sure that you're well-positioned with all the best players in the market if you're in our business.
Okay.
We are.
We've got Waymo partnership, as you know.
We've got a Baidu partnership that we've just announced is going to 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.
got to 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 flex drive subsidiary that's been doing that for years we think we're the best in class and our goal is to be maybe five percent cheaper than any other place with higher quality to put robo taxis on the network