Jon Quast

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.

So that means that companies such as Tesla, Uber, even Amazon with Zoox, they all still have plenty of time to catch up before we get to the early majority phase of adoption.

I think that's where a lead really matters is in that stage of the game.

Right now, we're still really early.

There is time to catch up.

I mean, what do I know, Travis?

There are some really smart people on both sides of this argument.

I think you can make a good case for either approach.