Rachel Warren

specifically testing very different operational models in different markets, right?

So Waymo directly competes with Uber and Lyft in some cities where they're operating their own ride-hailing service through the proprietary Waymo One app.

Now we've seen in San Francisco, for example, they're rapidly gaining market share.

They've even surpassed Lyft and they're challenging Uber's dominance in their operating zone.

Obviously that's a small sample size, but then you go to cities like Austin and Atlanta

And Waymo's robotaxis are actually just exclusively available for booking via the Uber app.

So that actually expands Uber's service offerings.

That's a tailwind for Uber.

So I don't think we're going to see a winner takes all situation.

I don't think there's just one way for these businesses to play that.

And I think they're trying to see what business models stick.

It's really, really early days still.

And I think that's one of the most exciting things about this space.

Yeah, this is actually a really big deal.

I think this is really exciting for anyone that follows the world of AI and AI stocks.

Gemini 3 is very different from its predecessor in a few ways.

There's been a lot of advancements in its reasoning, coding, agentic capabilities.

There's been early benchmarks that have suggested that Gemini 3 outperforms other models, whether it's in critical analysis or strategic reasoning.

The models also demonstrated impressive coding abilities.

And Gemini Agent is also a major new part of this rollout.