The macro environment is obviously challenging for companies that are pre-revenue, pre-product like Kodiak and other self-driving companies. There's a couple of different factors involved. Capital efficiency was incredibly important in the space. I don't think anybody believes you can build a product in five days and ship it with a thousand people. But there are people who believe it could be done.
Don Burnette comes back to The Autonocast to give the gang an update on autonomous trucking, the broader AV industry and where his startup fits in.