Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
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.
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.