Lou Whiteman

That is playing out in small portions that add up over time.

If everybody goes from 80% dollar to 75% dollar, the dollar is still king and a weakening dollar.

I think that's more what's going on here than it is just the dollar is dead, but certainly something to watch.

It's a step in the process.

It's not a watershed moment, but it's not insignificant.

I don't think it really matters who gets there first if you get there.

Tesla has its own advantages, just the number of cars it has out there, etc.

They'll do just fine if they can get there.

The thing is, they have to get there.

To do that, as an engineering mindset is, you test.

you test again, you change the parameters, you continue to build.

That's what they're doing.

So this is a step along the process.

How close they are, when will they get there?

We'll see.

Look, I'm in Atlanta.

I see Waymos buzzing around me all the time.

So I know that Tesla isn't in the lead here.

I don't think it matters who's in the lead.

It's just, can they get there?