### Comment:
Probably if you want to long. Their cards are used in self driving cars.

### REPLY:
Tesla is switching to their own chips fwiw, and Waymo is in house too. If they can become the default solution for everyone else, there's a lot of upside, but some of the biggest players in this space aren't using them. And we'll have to see what Waymo does, if they licence out their own chips.

### END.