Lou Whiteman

I know he had a checkered past with Lockheed Martin, but I like him there.

I hope he stays on.

I think alliances are a big part of the blueprint.

On that level, yes.

The nice thing about this alliance is, look, you have best of breed.

Lucid makes excellent vehicles, I think, and also large luggage-ready vehicles with 400-plus mile range.

That's a big part of it.

Uber, we've talked at length about their distribution network, so that is best of breed.

Nuro is a well-regarded player with Autonomous, doing a lot of different things.

I don't know, though, if this combination really strikes me as wow.

Lucid is an expensive automobile.

There's markup, but at retail, what they're bringing to the table is an $80,000-plus vehicle.

And with a lot less economies of scale, right?

A lot less going on there.

You didn't ask this, but can this particular thing work out?

For one, we'll see.

Having it on the road in 2026 versus having it at scale in 2026 is a different thing.

Also, I do think that we need to remain excited about this because there's a ton of capex, there's a ton of high costs.

I think the blueprint is probably some version of best of breed, but with more

With more thought on the big-scale providers, maybe those Detroit companies you love to talk about, but other people just kind of partnering, but not necessarily this alliance as the model for what's to come.