Rachel Warren

There's a lot of exciting things happening behind the scenes that are going to really lay the groundwork for this infrastructure to build out over time.

time.

I'm going to say Archer just to be contrarian to Lou, but I also really like the business.

I think for now, yes, they have a significant lead.

You know, as you noted, Waymo is offering fully driverless rides to the public.

And this is in major cities like San Francisco, Los Angeles, Phoenix.

And the list keeps growing.

And there's been this very consistent strategy of methodical deployment.

On the other hand, Tesla's public service, even in Austin, as you noted, requires human safety drivers to be present in every vehicle.

And there's some really key reasons for this.

We've talked about this in the past, but it's worth mentioning.

Waymo and Tesla operate on completely different systems when it comes to their autonomous vehicles or their approach to autonomy, right?

So Waymo uses this comprehensive sensor suite.

It includes multiple LIDAR units, radar, numerous cameras.

And basically what that means in layman's terms is it allows for really effective operations in a wide range of conditions, even though it comes at a higher per vehicle cost.

Now, on the flip side of that, Tesla relies on a vision-only approach.

So they use just eight cameras.

They use various neural networks to replicate human vision.

Elon Musk has previously said that LiDAR is a crutch, that they prefer this cheaper human-like approach.

But so far, Waymo's approach has proven to be far more effective and allowed for much faster and broader deployment.