Jon Quast

But yeah, this is a step in that direction.

But it's still just a step.

And as you point out, it seems like we're still monitoring this car pretty closely without the safety driver.

Here's the thing with Elon, take what he says very seriously, but don't necessarily take the timetable seriously.

Pay attention to when and go ahead and toss that out.

But what he says is very serious.

For example, he just said,

expect AI data centers in space in the next three years.

When I hear that, I say, I need to take AI data centers in space pretty seriously, but probably not within three years.

In the same way, these robo-taxis without a safety driver, yeah, we are promised a lot more, a lot bigger, and a lot faster, but we are moving in that direction, and I do take it seriously.

Yeah.

This is a general trend out there, making devices that weren't collecting data smarter by collecting data.

Teslas are collecting tons of driving data, and it just had a deal with an insurance company, Lemonade, to tap into that.

Lemonade does have a pay-per-mile product, as you point out.

And so, when full self-driving is activated in a Tesla, the idea is customers will pay 50% less insurance for those miles.

when it's activated, not overall, just when that is activated.

Lemonade is saying that Tesla is just the first company that we intend to do this with.

It makes a lot of sense if you're Lemonade.

Go ahead and tap into that huge Tesla audience.

Okay, Tesla has its own insurance, but they're not necessarily all in the same states.