Tesla Stock Up Huge as Robotaxi Expands; Terafab City!

Kind: captions Language: en Sir Basher has graced us yet again with his appearance. His um his uh you know shiny Oh, wait. Wait, wait, wait. No, never mind. I I don't know where I was, >> Randy. No one's ever accused me of gracing them with my appearance. >> Okay, your presence would be Okay, your presence. >> Sure, I'll take that. >> All right. Okay. [laughter] Well, CERN and I are both up against a hard close today, so I think we should just jump right in, CERN. We won't do a lot of this nonsense that we usually do. That might have been enough. It might have been enough. >> Might have been enough. >> Well, we have big news to share. >> Okay. All right. I'm ready. >> Terap City. >> Aha. >> It's going to be in Texas. We have a silver cyber cab approaching Terap City. >> Yes. I'm wondering if a two-lane road into Terap's enough. >> That's a small bike lane on the right side there, too. >> You're not supposed to have roads anymore. It's all supposed to be underground. It's wrong. >> There you go. Yeah, exactly. Um anyway, here's a disclaimer. Let's get this out of the way. >> Okie doie. >> And as we approach, we see some robo vans coming at us on the on the left side. >> Oh, okay. Just good to see they haven't forgotten about that. That's kind of flashes by in a blur there. >> So, that looks good. And then there's multiple levels of roadways and things here. >> Yeah. >> And if you look closely, you can see uh Optimus standing here. >> Oh, [laughter] >> and there's another one up here. >> You always do get these close-ups, don't you? Yeah. >> And then there's a few robo vans. Look, they look like they belong here. >> Oh, okay. And as we pan up a little bit more, we can start to see the Tesla semi, which I guess if you're making that many chips, you need a few trucks to transport them around >> for sure >> or a few supplies in and out. But this is looking more like a uh airport to me than a semiconductor fabrication facility. >> Right. >> Um you get some sense on this angle of the scale when you look at these vertical pillars here. Yeah. >> disappear into the distance. >> Yeah. >> Looks like there's five of them in this image. Um and then you look at it from the top and the airport feeling is uh stays with you. You've got this road down the middle. >> Yeah. >> And I guess I'm guessing that we were just looking in this section here which almost looks like the um reception area of like a hotel. >> Yeah. Yeah. Mhm. >> Is that nice? But beautiful uh curve of the building. Um yeah, it's just a striking looking building. I guess we'll see how close the real thing is to this artist rendition. >> Yeah. And so I I guess, you know, I'm sometimes a little obtuse on these things, but I guess it's supposed to represent a rocket. >> Uh represents the future, I think. >> Oh, just the future. I was seeing the fins and >> Yeah. And >> yeah, it looks like the building's ready to take off. >> Yeah. Yeah. >> But this looks very much in keeping with sort of modern airport designs in my opinion. >> Okay. Yeah. Yeah. >> I've seen a few of these types of buildings in China and Dubai and places like that. Um and then as we sort of pan over the top of this, um you know, it's hard to tell just how big this is from this imagery. >> Certainly you see the roadway down the middle and you can see these vehicles. you know, for size, >> right? >> And then you get this sort of top view. It looks like there's four main buildings >> uh with access sort of on all sides of them. >> Mhm. >> But it's sort of hard to tell how big those buildings are. >> I guess you could, you know, measure a truck where the trucks are parked there and then multiply. >> Yeah. [laughter] >> Yeah. I don't know. Um anyway, here's the announcement. The terab will be built in Grimes County, Texas. In April, we broke ground on a research fab on the north campus of Giga Texas, precursor to Terapab. Both SpaceX, Tesla and SpaceX will need far more chips than current and future global production can supply. So, so much for saying we're going to buy everything from Nvidia. That that announcement was good for a couple of days and now we're saying that's not going to be enough. We need more. Um and their their goal is to to produce over 1 terowatt of compute per year. The future is built in Texas. >> Yeah. And uh you know uh I had uh Jeff on earlier today. He says, "Well, you know, just because you've got maybe a one-year or a two-year deal with Nvidia as an exclusive doesn't mean that when this is finished that that that there's a exclusive forever." >> No. But it also may mean that they may just buy as much as Nvidia can make forever and this is on top of that. >> That's right. That's right. Yes. >> Nothing necessarily that says they're gonna stop buying from India. >> Um Phil's helpful here and says, you know, how big is this? >> He says at least 100 million square feet, 10x the size of Giga, Texas. >> Yeah. >> 15 times the Pentagon and two and a half central parks. [laughter] >> Or not and but or two and a half central parks >> or Yeah. Yeah. >> That that's that's the next version of of TERB. And by the way, Phil says that one terb is not going to be enough. >> Okay. >> So, we're going to need a few of these things, >> a few. >> So, if you are in other states and you want to get one of these uh buildings for yourself, you might want to give Elon a call. Um so, here's some important numbers from Doge Designer. Um more than 16.8 billion the first phase investment from SpaceX and Tesla. We don't know what the allocation of that is, >> right? >> 3,000 plus new jobs expected to be created. 30 million uh I guess is going from the Texas Enterprise Fund grant. >> Uh 100 million square feet. Um 10 million square feet um for the Giga Texas factory. So it's 10 times larger. >> More than one terowatt per year um targeted compute output. Um so I have to drop down here. Uh I guess this is uh two times the current US consumption of power >> would be the targeted annual output of compute. So pretty big numbers >> right? >> Obviously we're going to have to increase uh the amount of uh you know energy generation in the country. Some of that will be done in space obviously but even here on earth a lot more is needed >> uh and so on. Um, and then we actually have the the the report or the announcement itself. The website, uh, it was a SpaceX website. Uh, these are just some screenshots of that. I think we've covered everything there. And here's this, uh, chart that we've seen before will exceed global chip supply. The available new compute is just a little tiny bar at the bottom. And, uh, they estimate they need a terowatt. Uh, Phil, I think would tell you that it's actually going to be a lot more than that ultimately. >> Okay. >> Um, and then there's a bunch of words on this page. We've covered them. >> Okay. >> Uh, in terms of where this is, it's about two and a half hours from Austin. >> Okay. >> So, you can see Giga Texas there marked on the map. Um it's 130 125 to 130 mi depending on which way you go. Uh reasonably close to College Station. So nice opportunity there from a educational perspective to train future workers. >> Mhm. >> That whole area. Um and the the focus of course is to try to hire as many people locally as they can. >> Sure. >> I think 60 to 80% I think is the target. So interesting interesting spot. Um and then Elon responded to Tesla owner Silicon Valley uh by saying, "My very approximate guess is that terrab AI compute output would be about 25% for Tesla Optimus and 75% for AI spacecraft." >> Um so that's a good allocation. So I don't know if that means that the allocation of capex is on similar terms. I read somewhere I read somewhere, maybe you were going to talk about it, but somewhere it said that all of that hasn't been decided at all. >> How much each is going to contribute, how much each is going to, you know, get out of it. >> And that tells me that they don't expect it to be two companies by that time, >> right? Maybe it doesn't matter. Those details don't matter at some point. Uh, in terms of 3,000 jobs, Elon responded to that comment and says the jobs number will be much higher over time. That's just the first year or so. Um, by the way, Tesla has already started hiring for 34 different roles. >> Uh, relating to the terapab for the terapab lab. >> For the terraab lab. Yeah. This in Austin. Yep. Industrial hygienist. So, if you're a dental hygienist, do you think you can just switch careers? Is it that that easy? [laughter] Um, I haven't had time to dig into some of these roles and I I do plan to, but EHS manager, environmental engineer, air quality, uh, senior construction safety specialist, uh, we've got materials engineer, a lot of different roles. There's actually three screens of them here. Here's the second screen. >> And then here's the the third. So, some interesting things, I think, to explore here. Mhm. >> Things are moving forward. >> What are your thoughts about the announcement today, Randy? >> My thoughts are, of course, we we we knew this was coming and we also had lots and lots of uh pre-in information as they were, you know, there's news about the location and all this stuff has kind of been developing, but it's nice to see the building and it's a very cool and exciting looking building. Um, it's nice to know that it's a done deal that they've signed and sealed all the stuff. They met with Abbott and the mayor I guess or I don't know some other official today and uh all the deals with regard to uh you know anything that the state's going to be providing in this or anything that the local regional government's going to be providing were all signed I think today if that if I understood the caption right. >> Have we heard any numbers about tax incentives or tax breaks that they're getting? know it it didn't I didn't see anything and and based on a conversation that I was listening to on a podcast earlier today I'm not sure that the states are competing for this kind of product right now. [laughter] So it may be that they don't need to give a tax break to get uh to get um anything AI related at this at this point in time. >> Yep. Well, that'll be interesting to see as we learn more. Uh, speaking of AI related, let's not forget about this, but there's something called robo taxi. >> Oh, yeah. That >> and then the development there is that uh Tesla's unsupervised robo taxi is now running during the night in Austin. >> Yeah. >> Apparently last night it ran till about 10:00 at night. >> Okay. >> Uh, this guy, by the way, I won't even try to pronounce his name, but he does a great job of posting daily. He also has a robo tracker website. >> Uh [clears throat] but here's what he said um from yesterday. He says, "Today was an incredible day for Tesla robo taxi in Austin. We now unsupervised rides running during the night in Austin. Tesla also pushed notifications to the robo taxi apps of people who haven't recently taken rides to take more rides as they have added more cars." >> Mhm. [clears throat] >> And he says, "Today between 7:00 a.m. to 9:00 p.m. I saw mostly 5 to 10 minute wait times. rush hour. I did see some 20 minute plus wait times. >> Uh maximum I saw was 40 minutes. >> As they have removed the limit of only allowing rides that are less than 30 minutes away. Wait times were absolutely phenomenal today. >> Okay. All right. >> Um I found one unsupervised plate today making the total unsupervised count reach 75 in Austin. I saw 21 cars today up from the usual 16 that he sees. This this guy is is on it. He's he's watching daily. >> Uh he says overall today feels like a massive step in the step up in the service and hopefully they can keep adding and spreading cars to continue to serve great weight times to everyone in the entire geoence. >> Mhm. Mhm. >> Um and then this image I believe was from the other yesterday or this morning. >> Uh this is in Austin on a street, two cyber cabs just hanging out with other cars. And as soon as I saw this image, for some reason, Randy, this came to mind. >> [laughter] >> This is the sort of famous series of photos from Tony SBA. >> Yeah. Yeah. >> Showing in New York City in 1900, there was one car and a sea of horses and carriages. >> Yeah. >> And then a mere 13 years later, there's one horse and carriage and everything else is cars. >> Right. What Whatever happened to Tony SA? [laughter] >> Good question. I don't know. I I know that he had some health uh challenges. I hope he's doing well. >> Oh, he did? Oh, I'm sorry. >> Yeah. Um, and speaking of that gentleman's website, here's the Austin Robo Tracker, uh, robo taxi tracker. >> Okay. >> And as of today, he was showing 77 unsupervised in the fleet. >> Okay. >> Um, and that's the uh I guess the green line on the bottom. >> Okay. So, making progress. a couple couple of jumps now in terms of number of unsupervised vehicles. >> Yeah. >> And we based on a shock's guidance, we should expect this to continue to increase over time. Right. So now the difference between the number that are there that are registered ready to go for unsupervised and the number he's seeing on the road um is that because they're parked somewhere waiting for more people to in other words for the for the total amount of demand to increase so that they can put more on to handle the increase or what do we think that is? >> That's a good question Randy. I don't know. >> Okay. Um, I mean, he's counted these vehicles. He's seen them out in the wild, >> right? >> The the 77 at one point have been running. >> They're not all necessarily running at the same time. >> Mhm. >> Is he seeing all of them? Maybe not. >> Yeah. >> Um, so who knows? >> He can't be everywhere at once. >> Can't be everywhere at once. >> Yeah. Yeah. >> Yeah. >> I'm pretty sure that. >> But he's doing a great job of of being where he is. and the 380,000 miles that Ashoke talked about unsupervised on July 22nd per the counter if you grow at 10% per week. >> We're now at about 469,000. >> Okay. >> Okay. So, he's got a live a live counter there. Again, assuming only 10% growth a week. >> Mhm. >> Ashoke said double digits, so it could be higher than 10%. But 10% at a minimum. >> Okay. So, we could be we could be well over 500,000 at this point. But we don't know, >> right? >> And then uh Jennma JP uh who does a great job of of thinking about some of these things. He says to get a better view of the magnitude of the convenience issues that Tesla's working on. If you are robo taxi for using robo taxi, please reply to this post with how many times you took unsupervised rides over the last two months and how many times a remote intervention was necessary. Hm. >> Um, so the gentleman that's that's that's out there every day, he responded. He says, "More than 50 trips and zero remote interventions." [laughter] >> Okay. >> Yeah. >> And then a number of other people replied, and I won't bore you to death with all the details there, but Jenma then uh responds today uh with this. He says, "Final verdict from the two threads. reported unsupervised robo taxi rides, 172 plus reported remote support interventions, 12. >> Mhm. >> Of those 12, only two were clearly necessary. >> One trip that wouldn't start >> and one routing/dropoff issue. >> Mhm. >> The other 10 came from a single user >> who estimated that 20% of his 50 plus rides involve some form of support conversation. He also noted that support sometimes dialed in unsolicited. >> Oh, they knew it was him. >> Maybe. >> Yeah. >> So, he says that puts the raw intervention rate at roughly 7%. >> Given that the bulk of the calls came from one person, >> and some were proactive check-ins rather than true interventions, a more realistic feature uh figure from this sample is closer to around 5% or lower. >> Yeah. Yeah. So what does this imply for scaling? He goes on. He says, "Assumptions deliberately conservative. Average remote support session lasts 5 minutes. At maturity, a well-run robot taxi averages 25 to 30 rides per vehicle per day. At 5% intervention rate and 30 rides per vehicle per day at a,000 vehicles, that's 1,500 interventions per day, >> which is about 125 hours of remote staff time. fully manageable with a small centralized team. Roughly 30 people would be enough. Most rides happen during the day, so the night shift can stay light. Even at the higher 7% raw rate, the workload remains operationally trivial relative to the fleet size. Conclusion: The convenience issues Elon has referenced are not the limiting factor for wider deployment. The current intervention rate is already low enough that Tesla could scale the fleet significantly without remote operations becoming unmanageable. They're simply choosing not to. They're taking the time to drive that last few% towards near zero before expanding aggressively. Having a thousand vehicles instead of 100 offers them almost no strategic advantage right now. They're not aiming for a thousand. They're aiming for a million or more. Mhm. So, it's interesting, isn't it? It's It looks like they could scale more if they wanted to now. >> Yeah. Because some people I mean, everybody's got their opinion and there's at least dozens of opinions of why it isn't scaling faster. And some people say, "Well, it's all about the number of remote uh uh employees per vehicle." So, is it oneon-one? Is it 1 to 10? Uh is it 10 to one? I mean, you know, we we know that uh we've heard some of that information from Whimo and we know that, you know, it seemed like a very high percentage of uh individuals in the in in the uh central station, if you will. Uh but, you know, using this data gives us a look and I would agree that almost everybody I know that's been using that as the excuse would say, "No, if it's if it's only 30 people for a thousand vehicles, that's that's perfectly fine." like 33 vehicles per person. >> Yeah. >> Yeah. So, that's encouraging if that's the case. >> Um but again, Tesla looks like they're really trying to drive that down even lower, >> right? >> So, that's interesting. >> I would I drive I try to drive it down as low as possible. >> Well, absolutely. >> Yeah. >> Absolutely. Although, at some point you get to the point where it's like, well, we we can earn a bunch of revenue. >> Yeah. >> Why Why are we foregoing that? Well, that's and you know, we've also had the opposite case be made and the opposite case was when we were trying to get uh super what do you call it? Uh regular FSD miles and it was like well the more miles we're getting then the more info we're getting. So, I could make the case here if you're if you're at an acceptable level, 30 cars per person or whatever, uh, then why not go to a thousand because now you're going to get that many more pieces of data to be able to determine, you know, what you need to change. >> Yeah. The only caveat I think I would say is if if you're looking at then the development of FSD >> Mhm. >> and you think some of the things in the pipeline are going to resolve the issues that you're seeing >> Mhm. Mhm. >> Then you just kind of wait for that to happen. >> Well, that's the drip drip drip problem. And I've seen it as a manufacturer. I recognize it. I know it's there. >> It's like, oh, if only, well, we if we wait one more week, you know, and that can go on and on and on. >> So, um, you know, at some point you just have to, you know, say, okay, move. Let's go. >> You move. That's right. >> Well, that that charges me up, Randy. And this gets to the next topic. >> Charging. Uh, EVgo expands North American charging standard charging options with supercharger deployment. >> Oh, so we have a competitor now to Tesla Superchargers. >> Yeah, right. >> Well, not exactly. They're going to use Tesla Superchargers at their sites. Tesla will actually operate and maintain them. >> Oh, wow. >> Uh, they're going to be near located near amenities such as shopping, restaurants, and cafes. uh locations coming soon. >> Love to love to know if they if they plan to continue to have their own version as well or if they're switching 100%. >> If they're smart, >> they know what they should do. [laughter] >> Yeah. Um superchargers will appear on the in-car Tesla navigation and Tesla drivers can automatically route these to these sites using the Tesla trip planner. Mhm. >> It'll be seamless as far as that goes, >> right? >> Um this is kind of their announcement. Um nothing we didn't cover there. Um it said consumer demand on the EVGO network has increased over 700% in the last 3 years >> and the addition of superchargers will continue to accelerate EVgo's network growth with more than 35 NX equipped models anticipated by the end of 2026. and more than three million Tesla vehicles already sold in the US. This expansion will ensure EVgo continues to lead with Nex. Okay. >> Yeah. >> So, that's all good. Um and then, uh EVgo apparently has 1,200 fast charging stations in 47 states. >> So, decent size. >> And then in terms of the FAQs, um the the last one, what will pricing be? Uh, EVgo will set pricing at all EVgo superchargers. Tesla drivers can view pricing uh, you know, in in the car. >> Um, non-Tesla drivers can view the pricing in the Tesla app or the EVgo app. So, it'll be interesting to see how different the pricing is versus what Tesla charges at Superchargers. >> If there'll be like an upcharge of some sort. Do we know if EVgo has has already done or has plans to uh put in some of their own power like solar or whatever? >> I don't know. I didn't see anything about that here. But the the interesting optionality for them, I think, is can they then use these for distributed inference at some point? >> Yeah. >> Will they start buying mega pods? >> Right. Right. >> Uh would be the smart thing to do. >> Mhm. Mhm. [clears throat] Uh unfortunately uh the stock market doesn't seem to be too excited about this. I mean it was up when I took the snapshot earlier but you can see VGO stock has has struggled since January 2021. >> Yeah. Yeah. >> Um so >> well reputationally they were just getting clobbered. I mean they were the only other game in town for the for the other vehicles for a while and then those went away. it. They were no longer the only game in town because they could come to the Tesla Chargers. >> Yeah. >> So, you can imagine, you know, some of the pressure they've been under, but this sounds to me like a pretty wise move. >> That's right. >> You've got the locations, you've got the power hookup, you you've got you've got people used to coming to see you. Okay, change to a reliable uh charger with a reliable um company behind you to keep them running and that could change your rep. Absolutely. Yep. So, I wish them well. I hope they do well. They're certainly uh partnering with the right company. >> Um in other charging news, we have this in Seattle. [laughter] Seattle City Light utility has been installing these all over the city. They're hidden high up on the pole on residential streets. You access it via an app, the cable lowers, and you plug it in at a low cost. Doesn't say what the cost is. When you're done, the cable retracts back into the box. Um, >> that's a that's a little Rube Goldberg for me. >> It's It looks a little bit like that, but it is, I guess, kind of cool in terms of Well, you got the the power. >> Yeah. >> Right there. >> Well, they do this in Europe and in China, I think both. I think both. Yeah. >> Do these uh pole pole uh pole units. Okay. And uh >> uh yeah, so it's not totally surprising to see them. I think the surprising part is putting them up off off the ground so much. Maybe that's to avoid people stealing pieces or parts or the whole thing. I don't know. Yeah, >> it's a bit hard to ventilize it if you can't touch it, right? >> Can't reach it. >> Yeah. >> Um and also, you know, on the pole like that, if you're walking by, you may not really even know what it is. >> Yeah, exactly. >> But you can see that there's a sign. Uh I think this says 4hour parking, electric vehicle charging only. >> Uh right here. >> Mhm. And then you can see there's two units and the the is retracting here. >> Yeah. >> And I guess it would drop down. >> Um I hope the mechanism to allow them to drop is pretty reliable. If not, it could be very frustrating. >> If it's like if it's like every vacuum cleaner I've ever owned. >> Yeah. >> Right. So we'll see how this goes. I I think it's an interesting idea in maybe a dense urban environment, but it's nice. Yeah. >> There's already power at the power pole here. >> Yeah. No, it's a it's I've it's it's a good idea. >> Now, speaking of things, Randy, that don't make sense. >> Tell me how this Whimo got in this position. >> It's [clears throat] a very fuzzy photo, unfortunately, but the Whimo is parked across the two right lanes. >> Yeah. >> On this side of the crosswalk, >> there's people walking across the crosswalk. [sighs] >> I don't know. No clue. That's pretty weird. [laughter] >> Are you Are you there, sir? >> We had a Whimo jam. [laughter] >> Whimo jam. >> Um I think it was like 4:00 in the morning, so it probably didn't impact too many people. [clears throat] >> But apparently these vehicles were trying to get back to their uh uh docking and charging facilities. >> Uh sorry, it wasn't last night. It was Saturday morning. >> Okay. >> Around 4:00 a.m. a technical issue temporarily prevented Whimo vehicles from entering the Garland Center parking garage >> uh where the vehicles are typically clean, charged, and staged between trips. As many as 40 Whimos could be seen lined up, blocking portions of the streets. >> At times, traffic was forced into opposing lanes to get around the backup, creating significant congestion despite early morning hours. >> Mhm. The issue appeared to resolve itself in about about an hour with the queue eventually clearing and operations returning as normal. No crashes or major incidents were reported, though most of the Whimos remain stopped with their hazard lights and brake lights illuminated while waiting to enter the facility. >> Uh again, here's a couple more photos of just Whimos as far as you can see. >> Yeah. Yeah. >> Some would say that's a beautiful site. I'm not sure if it is. Yeah. >> So, I hate to end on such a sour note there, but I thought that was kind of funny. >> Well, you know, the uh our our concern as uh Tesla investors would be we don't really want the headlines. Uh it doesn't mean that, you know, it won't happen. It doesn't mean that there won't be glitches um in the system like Whimo has now experienced several times. Um, so it's it's, you know, we we don't want to it's fun as a competitor uh to see them suffer a little bit, but as a somebody who wants this the world to change in the way that we use robo taxis all the time, we don't like to see things that would discourage people from doing it. >> Yeah. I mean, blocking a street for an hour with 40 vehicles is going to be a bit of a problem. >> Yeah. Now 4:00 early morning on a Saturday morning maybe not such a big deal but still there were probably several people that were seriously inconvenienced by that. >> Um so yeah we we would prefer to see Whimo behaving a little bit better. [laughter] >> They need they need Whimo uh kinds of ways to deal with these things. I don't know. Yeah. the the name of the company is uh yeah quite useful in that regard when you're when you're coming up with a name of name of a company you need to get a group of people together in a room to sort of say okay how can this be used in all all bad ways >> yeah exactly yeah >> we had a we had a real process of doing that when I had my factory you know and it was it was a multi-week process of sifting and sending it out to more people and then sifting some more so I don't know Maybe they did too and they still came up with that one [laughter] >> these days. Just put it out on X and in five minutes I think you'd get your answer. >> I have done a little of that. I've put book covers and other things on X >> to get feedback. And yeah, it's not bad. Not a bad method to use. >> All right. Well, CERN, um let's wrap this one up and let everybody know that uh this is probably showing on Friday morning and sometime on Saturday, probably I don't know, maybe midday. Uh this part two will be showing up and there will be more and more and oh there'll be way more sern Basher >> way way more. We're going to talk about uh SpaceX primarily in the in the second part. Um go over some of their results and look at the implications of their uh their capex payback period. >> Okay. Yeah. I like that. I like that. Yeah. And and I I I hope everybody that kind of is Tesla oriented doesn't get discouraged by how much coverage there is of SpaceX right now, but this was a historic week. It was a historic two weeks. Um I I think I said on on the show last week that the I thought that uh that Starship 13 was going to be the train e and you were the first one really to talk about the the Gilded Age and how this would could be compared. Um and uh but the but now I've used it multiple times. We've also talked about the transition of the model uh T. Um these are the kinds of transitions that are earthshattering or this one though is like more like the train because it's opening up an entire new frontier. >> Yeah. >> Um and uh anyway, so I thought 13 would be that moment. I think it'll be 14 now. So, if we can get an orbital that releases the payload into space, payload lights up, uh, get the hopefully catch the ship, I think then we could that will be the one that should go in the history books. >> Yeah, I think that's the one that people are going to remember. I think from SpaceX's perspective, this last one, I think, kind of told them that they're there, >> right? Right. >> They they launched 20 Starlinks again, not not into orbit. It was short term, but they they launched They lift them up. They communicated between each one with the laser links. They did what they needed to do, I think, to prove to themselves it could be done. >> Right. Right. >> Uh catching the ship. That's really cool. >> Yeah. >> Uh and I think they feel increasingly confident with their ability to control Starship and how gently they laid it down into the ocean. >> Yes. >> You know what they should do could be a lot more fun is just get a giant mattress and just have it fall over into a mattress. >> Well, I don't know. The Chinese beat them to that. They have a big net. >> A big net. >> A big net. Like uh like you use in the circus and they catch the ship in a net. >> Here's an opportunity for a mattress maker somewhere just to make a huge starship sized mattress to catch it. [laughter] >> Well, okay, CERN. So, be sure to come back and watch it on Saturday. And Cern Basher, as always, great to see you. Great to have you on board. And to all of you out there, it has been great talking to you. Thanks, Randy.