Tim Stevens

Are these car development houses going to be willing to hire people out of college into more senior roles and skip the entry level stuff?

And will they still need the same number of people?

Everybody across the board is saying, we're not looking to cut staffing.

We're not looking to change the way that we do this.

We are still maintaining these staffing levels.

This is just helping us be more efficient.

But it's hard to imagine that still being true in two or three years' time, if indeed these projections for cost savings and time savings from AI remain true down the road.

But we'll have to wait and see.

Absolutely.

And there's huge potential here.

A lot of people are calling modern cars software-defined vehicles, basically.

That's kind of a big buzzword in the industry right now.

I hate that, Tim.

Can I just tell you?

Interestingly, most people in the industry hate it too, but it is still a term that is all over the place.

I just need to be on record about that.

You know, we're going from a time where we had, you know, for example, your turn signal used to be controlled by something called a relay, which is a physical device that would kind of click back and forth to turn the bulb on and off.

Now, how long it takes for that bulb to go on and off is defined in software.

And so you can go in and change code and change, you know, how fast your blinker turns, for example, horns, active safety, everything else used to be a bunch of discrete hardware components that are all kind of being pulled together into these more powerful devices.

Systems on a ship from companies like Qualcomm.