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Darius Scurtu

May 21, 2026

31:55
So adding that all up, you know, what are you forecasting
31:58
the AV market size to get to? I wanted actually to add something to what Ani said, right? And I think that leads also then to the market sizes.
32:06
Because I think, Ani, you said right, right? It's a matter of use cases and what use cases do private cars address and then also robot taxis.
32:15
But I think it's also a matter of the scale.
32:17
I mean, if we now look at how many robot taxis, let's say, will be on the streets in the next 10 years, right? Our very, very optimistic assumptions revealed a number of probably something around 800,000 to a million vehicles.
32:34
Now, if you compare that number to how many private cars there are out there in the U.S., it's still less than 1%, right? So it's, I think, also a matter of scale and not only a matter of use cases.
32:47
And then maybe another idea and thought of that.

8 MINS LATER

40:27
So if that's how regulators should be getting ready, what about the broader mobility and automotive industry? What steps do they need to be making to prepare? So, I mean,

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