[harmmonica]

That's a crazy statistic and an interesting one for him to actually say out loud. Was that in the context of Uber partnering with Waymo in Austin? And thanks for the insight on the manufacturing side. Sounds like it might actually be to their advantage to use third parties because you can spread the demand around and since auto margins are not high the added cost for that benefit is minimal.

[Zigurd]

Private cars have a ridiculously low duty cycle. They mainly sit around waiting for their owners to use them. I suppose at some point in the future there might be a traffic jam of autonomous vehicles, but only if the providers are antisocial and don't coordinate ride destinations and routes.