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.

London anytime soon for every company not named Waymo? No. And I will say by Q1 of next year, Waymo will be operating fully autonomous, unsupervised service in London while Uber races to play catch up with their partner.

If you have to have a data stack or a data center and folks on the ground in each of those places to man and process the data in each one, you may never get to any of those markets because of the cost.

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

The drone space is truly heating up. And it's very interesting how DoorDash is building it in house.

And the most exciting thing about it in my mind is that location doesn't just become about like the one robot. It actually becomes about, like, how do you coordinate fleets?

So it turns out if you have better location accuracy, you can now fly in tighter quarters and create higher density and do more deliveries.