Rachel Warren

You've got the legacy companies like Mercedes-Benz Group.

They've got their drive pilot.

That was the first level three system that was certified for use on approved

roads in certain states in Germany.

By the way, I want to hold on that.

Absolutely.

And I think very few people are talking about that or might even be aware of that.

And, you know, of course, you've got Amazon, they've got their Zoox Robotaxi service.

That's been a very, very limited deployment at this point.

But I think the bottom line here is there are so many different opportunities in this space that are just emerging, looking in different markets outside the U.S.

where there's a much more developed market.

regulatory framework like in China and what we are starting to see in Europe, I think provides something of a guide for the market in the US and what that could look like in the coming decade and beyond.

I think to a certain extent, and I do think over the next decade and past that, we do start to see new business models emerge like you've outlined.

And I do think a company like Waymo clearly has a disruptive element to its business, but I don't think we suddenly see it replace the use cases that we know companies like Uber and Lyft for.

I don't think we're going to suddenly have a situation where people are only going to be going in the back of a driverless vehicle rather than ordering an Uber or Lyft

or deciding that that's how they want all their, you know, their food or their groceries or whatever they use those platforms for.

Well, there's that too.

I think there's still a lot of questions about what is kind of the driver of adoption here.

And I think that's what these companies like Weibo are still trying to figure out.

And what's also interesting is they're