How Waymo's Autonomous Cars Will Impact Their Business Model

Autonomous cars are not going to happen anytime in the next five, 10 years. We're such a big company that either we can just work with them or we're going to be building our own autonomy on in parallel anyway. Think of it as a exoskeleton for industrial workers. If you add autonomy on top of humans, capabilities improve their efficiency and throughput improves. They're now driving areas where they couldn't drive before. So all these kind of new things unlock. The way I operate as halo is our fleet operates is we get to revenue literally right away. It's not going to take us 25 years plus by the time they get to a commercial deployment in 10 years,