Lenny Rachitsky: recommendation

Transcript context

…Yeah. So first of all, we are fortunate that we have the backing from Alphabet and other investors. And the autonomous vehicle industry is interesting and I think the last year has been interesting with more consolidation happening. So I think the name of the game here is to show progress, show meaningful progress and meaningful progress, not just in terms of technology but in terms of commercial deployments. That is the rubber meets the road, if you will, phase off of the product. And the results have to speak for themselves, for our investors to have the confidence in us. So notwithstanding what's happening to other AB companies in the industry, it's about what we are doing. And then look at the progress that we've been making and where we are headed. And the fact that we've been accelerating our milestones and going through our own expectations, I think, these are very positive signals to our investors as well. Another startup as well, t's not about you have to do what's the right thing for the business. Your focus is on creating value for the customers, creating value for the riders. You have to build a business that makes sense and the investors see that too. Or we're not going to do something unnatural or something that doesn't align with the business goals in order to gain any short term brownie points with investors. I think it doesn't work that way and the investors will see through that too. Definitely Alphabet has been our backer for forever. So, it's really about focusing on building the right business and doing the right thing for the users. I think that's a great takeaway that if you're finding that there's a buy-in and continued support for what you're building, focus on momentum and showing success. It's pretty simple if you think about it. And it's hard to cut something that's just showing success. And so, even at the scale of Waymo, it's a great lesson. So that makes sense. Absolutely.…

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