Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
Look, eyes-off is good progression.
And no, this isn't just robo-taxis.
This is not always on.
The car will decide when it feels comfortable enough to do it.
This is slow evolution, not amazing.
They announced this back in October.
I know they're using Nvidia systems.
I know they have some of the software baked in.
Not the Nvidia software, but Nvidia chips.
There's a lot of off-the-shelf here.
It is their secret sauce, but I think the whole world is moving in this direction.
I don't know if it matters if you get there in 2028 versus 2030.
Just like, look, Tesla was years ahead
in announcing full self-driving.
Did that really work against GM and where they are now?
No.
I think the battle of press releases is one thing, but I'm much more interested in seeing these goals get hit over time.
I think everyone's getting there.
Same answer as with Starbucks.
I hate to be a broken record here, but yes, the share count is down 30% plus over the last five years.