Jon Quast

What I will say is this, I do think that fast scaling solutions will matter in this space, because no matter who you are, I think that we have agreement that this market, that the

incredibly fast.

It will be adopted really fast once it starts gaining some momentum.

Just one statistic, according to Fortune Business Insights, the U.S.

market for this is supposed to go from $1 billion in 2022 to over $100 billion in 2031.

Will that be exactly correct?

Probably not.

But will it be directionally correct?

Most likely.

And so a fast-scaling solution will matter.

It does seem like this could favor Tesla, but I wouldn't count out Waymo's ability to drive down costs either.

Well, again, Travis, I think it speaks to what we were just saying.

Directionally, this is heading in a direction where there will be more autonomous driving taxis out on the road, and there will be more people using them, and the technology is getting better.

And so we talk about this scaling to a $100 billion industry in the U.S.

in coming years.

I mean, yeah, it looks like we are heading towards that destination.

Again, though, I'll reiterate, I think that underscores once again that the costs do need to come down for both of these companies.

whether it's Tesla or whether it's Waymo, they both do need a cost-effective solution because as you ramp it up and you're still not cost-effective, I mean, yeah, it's going to be an issue.

What is the point of being first in an industry that has bad economics?

I can think about airlines for a good example here.