Lou Whiteman

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?

And if this gets them a step closer, good for them.

Yes and yes.

I think the long history for automotive is that things that are premium become standard over time, especially with safety.

Look, there are a lot of insurance companies right now that offer big discounts for cars with advanced driver assist systems.

I know, in some cases, it used to be you get your teenager, the beat-up old car,

Nowadays, it's better to get a teenager a new car because the safety systems are so good, your insurance is actually lower.

Part of, I think, what Lemonade and Tesla are doing here is marketing.