Joe, we want to learn from the OEMs' perspective.
So I think it is when we know that and we help with that and
we discussed that it is part of strategy discussions for years now.
What expectation we can have to the industry?
What will change in the years to come from the OEMs' perspective?
As Karen mentioned, the transition of OEM to put the
customer in the center of decision-making of strategy is
there when we see it at scale.
Yeah, I think the big challenge for us really is one of a
business model change.
On the one hand, we need the technology to enable the client
journey to become what we just talked about and we're really
excited about what's out there today.
But maybe from our perspective, more importantly, we also need
to change the business model and you mentioned some of the
disruptors that have been able to have a direct-to-consumer
model, which for the longest time we were not able to implement.
If you think about, it's really crazy what we put a customer
through today.
We build cars, send them to retailers.
They then sit in the inventory.
Retailers are trying to find clients and customers for those
cars whether they like them or not.
And we mentioned a couple of times what the real challenge
is consistency, price transparency, and continuity.
So we have to find a way, together with our retail
partners, to deliver that using the technology we talked about.
Now for me, it's not either or, right, it's not a pure online
play or a pure physical play.
It has to be seamlessly integrated.
And I think that's where the traditional OEMs potentially
have an advantage.
If we finally find a way to work together to get over that
differentiation and separation between OEM and retailer.
If we integrate the inventory, if we make it available
seamlessly and transparently to our clients and then add the
best physical experience on top of that, then I think we finally
have reached customer centricity.