Steve Man

They don't have much room to make a mistake, so they're going to take it slow.

They're probably going to have safety drivers in those cities initially, similar to what Waymo has done, and then start removing those safety drivers once they gain confidence.

But at the end of the day, the point is we're expecting scaling up of that business and to drive a new revenue stream for the company.

And it looks like it's happening sooner than later now.

Yeah, you guys talked a little bit about the $2 billion investment in XAI.

It totally makes sense for me because, look, Grok is starting to be integrated into Tesla vehicles, especially in the navigational.

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?