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Let's start with Tesla's third quarter. The company adding $80 billion to its market cap on the back of those strong results. For context, that's about the size of the entirety of Chipotle. And one key focus in the earnings was Robo Taxi optimism with Musk saying on the earnings call that we do expect to roll out ride hailing in California and Texas next year, adding that he believes driverless Teslas will be doing paid rides sometime in 2025. Shares of ride hailing apps Uber and Lyft under a bit of pressure this morning on the heels of that. But I do want to point out a little bit of a reaction that we got from RBC Capital markets saying that they believe Uber and eventually Lift tech agnostic approach is actually going to be a stronger approach because they're not going to be relying on kind of one single company moving forward here. However, they do say if Tesla's ride hailing plans do gain traction in either Texas or California, that could be a potential pressure point for Uber and Lyft here.

Yeah, I thought the RBC no in reaction to this really just sums up maybe what the next several months could look like here for all of these companies because it could be a potential overhang. Yet it's still so much of a show me story. And I feel like that has really been showcased in the reaction that we initially saw to the Robo Taxi event, some of that disappointment. And then when you hear some of the optimism, some more realistic timelines, or timelines in general, that is enough here to offset some of those concerns, and we're seeing that reflected in Tesla shares up this morning up nearly 15%. And then you couple that with the growth trajectory and some of the growth estimates and what Musk has laid out so much of it though really relying on, it seems like at this point, a cheaper or cheaper models. And I think the fact that we still don't have many details surrounding that is something that some analysts are calling out this morning, just in terms of some of that uncertainty that still lies ahead. But again, when you take a look at these results and more importantly, the commentary that we got on the call, some of the more details in terms of the timelines that we are going to get for the announcements ahead, I think that is enough to encourage history now, and as a result, we're seeing some pressure on Uber and Lyft.

Absolutely. And it's interesting too to point out the fact that we get a lot of stories on the Tesla earnings call. So hoping for that clarity moving forward that will certainly solidify the impact something like this could have on those ride hailing stores.