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I actually think the Waymo relationship is a really good example of how we want to work with AV companies. We want to be the demand side. We want to be the platform. We don't want to own the cars, we don't want to maintain the cars, we don't want to manufacture the cars. We want to be the operating system on top of which AV companies operate.

Invest Like the Best with Patrick O'Shaughnessy
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