Rachel Warren

Of course, that's a key foundation for higher levels of autonomous driving that a lot of these companies are working towards.

But, you know, you can play the space as well by investing in a company like NVIDIA, right?

You know, the high-end chip maker that's providing all the essential high-performance processing power and analytics.

AI platforms that a lot of these AV developers are using.

There's a company called Pony AI.

They're an autonomous driving tech company.

They're developing robotaxi and robotic trucking services.

I think it's really important as well to look outside the U.S.

So you've got Baidu, the Chinese tech giant.

They're a leader in the robotaxi race in China with their Apollo Go service.

They're expanding into commercial AVs.

China is a market where adoption of AVs is much, much higher than we are seeing in the U.S.

So that's something that's, I think, really critical.

It is.

And again, they have this very rapidly developing domestic AV market.

There's broad government support.

So you've got a lot of regulatory guardrails in place.

We're also seeing a broader establishment of legal and regulatory frameworks for AVs in Europe too.

So that's something that's important to watch.

So there's a million different ways to play this, right?