Jon Quast

It's paid a growing dividend for over 30 years.

Most recently, it increased it by 18%.

The payout ratio is still pretty low, down around 30%.

To me, Badger Meter looks like a safe business.

You have a chance for both growth and income if you're an investor.

It's down about 30% right now, which is one of the largest pullbacks it's had over the last decade.

Badger Meter is one that I just found for myself.

I just discovered it for the first time.

I think that it's worth looking into.

No, I don't believe that the lead is insurmountable, Travis.

I really wanted to push back on you on the premise of the question in the first place, whether or not they had a lead.

Oh, man.

Right?

But as I researched the show, it's pretty undeniable that Waymo does have a lead here.

I think that all the stats do point to that.

I think you make a really hard case that Waymo would not be in the lead.

I think it is.

But I would push back on the significance of being in the lead at this stage of the game.

The stats that I saw, less than 1% of the population has even taken a ride in a driverless taxi at this point in the US.

So according to the law of diffusion of technology, we're still in the early adopter phase.