Steve Man

You can tell Grok, basically, I want to go home, but in between, I want to stop at Starbucks or stop at the grocery store.

And it actually will help you navigate to those different points.

And look, they're testing it out now.

That system won't be on the robotaxi because there's no driver there.

So if you take a step back and look at this thing, this whole Elon Musk AI thing, I wouldn't be surprised if there's going to be more kind of cross investments between the companies that are all going to be tied together on this AI endeavor.

Wait, did I hear circular financing again?

Well, I think on the car side, nothing of surprise.

Marge is a lot better than we expected, but that's only from higher production.

But what's really interesting for us is really now Elon Musk has been talking a lot about rolling out RoboTaxi.

It was just talk.

But now it's kind of codified.

in the presentation now, that they're going to roll out in nine cities beyond Austin.

So I think a lot of the investors are expecting the timeline of that scaling up on RoboTaxi, and I think we're seeing that.

Yeah, I mean, I think the fact that he's putting the plan on paper says a lot from my perspective.

It's not just talk anymore.

He's making a big commitment to the investors.

And that's what the investors are expecting.

So, yeah, nine cities, mostly down south.

I think the rollout will continue to be slow.

I mean, Tesla is a big name.