I spend a lot of time following robotaxis/auto space. Thre more I read the more I think ADAs might end up being a long term investment for myself. ADAS is something that millions of people end up using every day before fully autonomous vehicles become the main characters. One of those technologies that's becoming a standard. A recent case study I just read was WRD announcing their end-to-end ADAS, they've started testing on road in Germany, France, Japan and several global markets with Bosch. The fact that they're focusing on adapting the system to different traffic situation and road conditions instead of just building on one single market. I also think that some people tend to lump everything into auto market, while ADAS have a very different commercialization timelines and models.