That's a really great question and if you look back on technology advancements like this

It's not often the best technology that wins. It's actually the best business model that wins so this is something where if you're watching this space watch what the business model that wins. So this is something where if you're watching this space

watch what the business model is for these companies.

I'm Ricky Mulvey and that's Motley full contributor Travis Hoyam. He's been following autonomous vehicles closely so I caught up with him to check in on this technology and the company's working to make it a reality.

We talk about what autonomous driving really means, where Tesla stands in the race and some more

companies that you might want to put on your watch list.

Wouldn't it just make more sense to have a computer drive you around?

Autonomous vehicles have been in phases of sort of stop start for years now,

but Travis maybe we're getting closer to fully autonomous vehicles. We're going to be talking

about a number of players in the space, Tesla, Weymo, GM, Mercedes, Uber. But when we think about this game, do you think we're looking at a split pot, a winner-take-all, or a winner-take-most game?

Really depends on how the business models play out.

If we have somebody building their own fleet and they're also the person that, or the company that is connecting with the customer,

so you're calling a Waymo, then Waymo is going to win the entire market I think there's going to be a lot of value that accrues to building scale the question is it can a company like

Uber be the company that connects dozens of different autonomous

companies because then that may distribute the value a little bit more

or maybe it just accru all accrues to Uber so my answer is probably we just don't know exactly who that's going to be quite yet.

And this is a space where a lot of cash has been burned. There's been a lot of promises that have not come true on the timeline that folks were hoping for them to come true.

Why are you interested in investing in this space? Why in 2024?

I think we're we have a turning point here where autonomous

vehicles have been on the road for a number of years now. Weimo and Cruz are the

two biggest in California that actually had commercial operations.

Cruz has been shut down for a few months now, but this is actually real and it's happening

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