Rachel Warren

And even though Tesla has really said, look, we want to prioritize getting the technology into consumers' hands at a lower price point using that cost-first tech incremental strategy, so far that approach isn't really bearing out.

I mean, we've been hearing the promises of what Tesla's technology is going to be where it pertains to autonomous vehicles for over a decade.

And so far, it's been a very slow journey.

Can they catch up?

Absolutely.

But I think there's a lot still to be proven out, which approach is most successful.

But right now, Waymo seems to be the winner here.

Yeah, you know, there's so many ways to play the space.

I mean, we've talked a lot, of course, about Waymo and what their business model could be and looks like.

But there are a lot of companies that take a much more niche or modular approach to this industry.

You know, Aurora Innovation is one example.

So they focused on developing a universal self-driving system, which they call the Aurora Driver.

And that's primarily for long-haul trucking vehicles.

You've got companies like Mobileye, right?

They're a leading provider of advanced driver assistance systems technology.

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.