Lou Whiteman

I think it's definitely something to keep in mind as an investor, because I think there are some risks to it.

But yes, I think that what this tells us is that whether it's Mobileye, whether it's Nvidia, Qualcomm has chips, too, that you can partner with someone, you don't have to be vertically integrated.

And here's the weird thing, Travis, we want a minimum standard.

I want to know I won't crash.

But I don't know if semantics about, but this is better.

If you create a system that has good reliability, it's only the engineers and the fanboys who are going to care if, but this is technologically superior.

All you have to do is get to that critical mass and you're in the game.

So investing billions of dollars to have the perfect system or the slightly better, the 99, the seven nines.

instead of five nines as far as 99.999% or whatever.

I don't know if that's money well spent for these that are trying to go to them.

I'm going to slightly push back at them.

I get the marketing teams excited about this, but the most significant evolution since 1978 was probably when they realized that everybody loves Legos.

The creators' editions or something started marketing these $500,000 sets for adults.

I predict that would be more of a revenue driver for Lego than this will be.

I'm going to play the old grump here.

This stuff is cool.

I don't know if kids really care or appreciate it, where you're going to drive revenue.

This looks neat.

I can see sort of fringe things.

I don't blame LEGO for doing it.