Fully commercial operations before New Year's Eve is what I'll put out there as a marker. That's where I think they're going.

I'm going on the record, I'm saying by Q1, Waymo launches commercial driver out service with their own APS permit in the uk, but he who holds the permit holds the keys.

At its current pace, they're not going to meet 20,000 vehicles. So that pace has to get even faster. Otherwise, you know, we would estimate them maybe hitting 14,000 vehicles or so.

It's gonna be a while to that service gets to meaningful scale in either market.

Nobody's sitting here saying there should be no regulation. I think appropriate level of regulation, you balance that safety with Innovation.

Fatal crashes typically result from compounding factors—like low visibility, high speeds, and poor road design—that even sober drivers cannot always overcome.

And because we have no federal preemption and there's no state preemption here, you could see even very crude ways of doing it requiring certain physical changes to the vehicle to identify it as an autonomous vehicle.

So my guess is, particularly if in the scenario you put it where the House and maybe even the Senate flipped to Democratic hands, I don't see the Democrats extending preemption into this area.

What I've grown to appreciate more in these last couple years being in industry is how important designing for cost, designing for manufacturability and understanding one's supply chain is to having a viable product.

My experience is the most of the OE customers are not interested in that right now. They have plenty of technology. They've invested a lot in technology. Now it's, how do we take the cost out with the technology that we have?

I'll tell you the way to have the biggest impact on the domestic battery manufacturing industry is by having high demand. If you get high demand here locally, that domestic manufacturing will follow very quickly.

The EV market is much, many times bigger than you'll ever get in the ESS market. So the, and we think, I mean, I think the upside here is tremendous on the EV market side.