Lou Whiteman
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Appearances Over Time
Podcast Appearances
So I reject that as a bogey to shoot at.
The whole industry would be better off if they just let Tesla do Tesla and focused on them.
To Mary Bar's credit, I think that that's what they're doing.
I think it was a fine quarter.
It's a bounce back.
It's a tough market.
When times are good, it's a single-digit gross margin business most of the time.
I don't understand necessarily the excitement, but I don't...
They're doing very well with what they do.
My favorite part of this is, the truck is going to glow turquoise when it's on.
All the cars on the road will be able to see it, which is good.
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.