John Collison

And then that's just freeways and cold weather.

Freeways

cold weather, snow, rain, fog, density, et cetera, et cetera.

And then that, that's what we are building, that's where we're evaluating, and then that maps to a city, like a particular city, be it within the operating domain or outside of it, right?

So what, where,

If we rewind history a little bit, our initial deployment in where we started offering a fully autonomous commercial service for the first time was in 2020 in Chandler, Arizona.

And that was on what we called the fourth generation of the Waymo driver.

This was the, if you remember, the Pacifica minivans with different hardware, different software.

There, you know, we were super excited.

focused on doing the whole thing end-to-end.

Learn how to build the driver, evaluate it, deploy regularly, operate it end-to-end 24-7 with customers, learn from the customers, and then we're very focused on that operating domain of mostly Chandler, just a medium-low complexity one.

Then when we made the jump to the fifth generation of our system, this is what's on my basis today, we really wanted to take a huge bite out of that operating domain.

And we collected data all over the United States, all different states, different cities.

When we chose to deploy in the hardest parts of San Francisco, hardest parts of Phoenix, we made a big jump on the hardware side and most importantly on the software, the AI side.

And I would say that was the big discontinuous jump.

And that's what you're seeing now after we've scaled up and iterated on all of the aspects of building and deploying Driver.

This is now why you're seeing us go in parallel and scaling in the US and locally.

It was when we made this big bet on AI.

There was a lot more, you know, little AI models and ML models in the fourth generation.

Got to make a much bigger bet and jump to kind of AI as the backbone for the fifth generation.