Aarian Marshall: Yeah, it's a good question. The first thing that DoorDash told me is that they have data from millions and millions and millions of deliveries and they think that that data is going to help them run the best robotics service that can be run. But the other thing is they're really in control of the whole thing and they like that idea. And I also think that part of it is that DoorDash, like so many other companies in tech and in Silicon Valley are really trying to promote how thoughtful they're being about artificial intelligence and robotics and by running their own robotics company they can show investors and then probably also potential employees that they are really serious about the busiest things in tech right now.
Louise Matsakis: I have a question for you about these robots. When the Coco Robots first were deployed in LA, I live on the west side of LA, so I've seen them everywhere, actually, I looked it up and it seemed like they were still mostly being remote controlled by contractors. So instead of a delivery person, it was just somebody in an office building somewhere who was basically playing a video game. And has the technology progressed a lot since then, or how advanced is the tech really, and is that part of the reason that DoorDash wants to go in-house now, that we've gotten to the point where they're much closer to being fully autonomous?
Aarian Marshall: Yeah, it's a great question and one that is not entirely transparent. I will say that Coco in particular, I'm hopefully going to make my way to LA in the next few months to actually hang out with their teleoperations team, which is the team that theoretically helps the robots behind the scenes get around. And what Coco has told me specifically is that they do have a lot of their robots driving more autonomously than they have been in the past. There's still people there sitting behind screens, seeing what the robot sees and intervening when the robot gets in trouble. We don't know how many times that happens, but it does seem like the technology has gotten better than it was a few years ago. Now I think there's a big difference between that and what you see a company like Waymo doing, those autonomous vehicles are out on the roads and they are the vast majority of the time really driving autonomously. So there are a bunch of strides happening in autonomy right now and that's really exciting. The other thing about Waymo is that they have spent billions and billions and billions of dollars in this over the years. Is DoorDash willing to spend that amount of money to get a perfectly operating robot that is truly autonomous? I think that's an open question. They wouldn't tell me how much they're actually investing in this right now, which I thought was interesting. So I do think it's an interesting time to jump in, but if they're going to jump in, they're going to have to spend a lot of money to get there.