John

One thing I was wondering is, it seems like for the policy goal of creating a lease for the US versus China, it seems like the export bans have actually been quite impactful, where China's not producing leading edge chips and the export bans really bite there.

China's not producing leading edge turbine engines.

And similarly, there's a bunch of export bans that are relevant there on some of the metallurgy.

Should there be more export bans?

Like you think about things like, I mean, there are now the drone industry and things like that, but is that something that should be considered?

It seems like there is discomfort with this supply chain dependence, and yet nothing's really happening on it.

Supply chain dependence?

Dependence on, say, like the gallium refining that you're saying.

Yeah, yeah.

There's a... Well, the rare earth stuff and...

Isn't this worth a policy intervention?

With a small number of Optima.

Are there other things that you have wanted to manufacture in the past, but they've been too labor intensive or too expensive that now you can come back to and say, oh, we can finally do the whatever, because we have Optimus.

Interesting.

Robotics being the main breakthrough innovation.

You can finally be satisfied.

You've done something.

Yes.

You have the master driver on the moon.

That's right.