Stephanie Flanders

Well, let me just say whether they should or not, whether they should or not.

Historically, they had margins of 60 percent.

Just to jump in on that point.

Go there on the foundry side, therefore, Joanne, because this signals that maybe, well, that side of the equation still needs more than just the government buying in to think that they're going to solidify any partners here in building and manufacturing for them.

Joanne Feeney with all the context.

Advisors Capital Management, thank you so much.

Happy weekend.

Now coming up, Tesla's robo-taxi gets closer to fully autonomous reality as some vehicles in Austin feature no human safety monitors in their car.

More on that next.

This is Bloomberg Technology.

So Tesla has begun offering robotaxi rides in a limited number of vehicles in Austin, with no human safety driver behind the wheel.

In a post on X, CEO Elon Musk went even further, suggesting that cracking real-world self-driving technology could ultimately lead to artificial general intelligence.

Tell us really unpack what this moment means for the future of autonomous technology.

We're joined by Regina Klielau, managing director of Populous.

Regina brings more than a decade of hands-on experience in transportation and mobility.

Look, you hold a PhD in transportation and energy systems from MIT.

We should listen to you.

Is this a big feat?

It's an experiment.

Regina, I'm just going to jump in.