WEBVTT 00:00:00.083 --> 00:00:03.169 Mike, thank you so much for joining us here at CES at this 00:00:03.169 --> 00:00:04.254 lovely Vegas morning. 00:00:04.295 --> 00:00:04.754 How are you doing? 00:00:04.838 --> 00:00:06.006 It's great to be here, Augustine. 00:00:06.006 --> 00:00:06.423 Very good, 00:00:06.423 --> 00:00:07.007 thank you very much. 00:00:07.007 --> 00:00:08.258 It's been a really fun-filled 00:00:08.258 --> 00:00:08.800 three days. 00:00:09.134 --> 00:00:09.592 Awesome. 00:00:09.968 --> 00:00:12.971 I feel like if we take a look at the show, EVs really taking a 00:00:12.971 --> 00:00:16.016 backseat this year, but there's a lot of talk about autonomous, 00:00:16.016 --> 00:00:18.935 about ADAS, and, of course, mapping plays a key role in that. 00:00:18.935 --> 00:00:20.812 So what's kind of your observation from the first few 00:00:20.812 --> 00:00:21.146 days here? 00:00:21.354 --> 00:00:24.649 Yeah, the the two things we're really seeing coming out at CES 00:00:24.649 --> 00:00:27.110 this time are really it's AI--AI is everywhere. 00:00:27.110 --> 00:00:30.196 And the second is, really, talking about the future of the 00:00:30.196 --> 00:00:33.408 perception systems, which is ADAS. And we're seeing a really 00:00:33.408 --> 00:00:36.327 big shift right now where, you know, five years ago the 00:00:36.327 --> 00:00:40.248 perception stack guys, the mobilize, et cetera of the world 00:00:40.248 --> 00:00:42.709 were saying that maps are no longer going to be needed in 00:00:42.709 --> 00:00:43.585 the vehicle. 00:00:43.585 --> 00:00:46.421 And the shift that we're seeing now is that they're realizing 00:00:46.421 --> 00:00:49.174 that you need both the map and the perception stack to work 00:00:49.174 --> 00:00:52.510 together to be able to provide the best experience into the cockpit. 00:00:52.761 --> 00:00:56.431 So a lot of people are talking about that. Being a mapping 00:00:56.431 --> 00:01:01.186 company, it really has been fantastic for us, and we're working with some 00:01:01.186 --> 00:01:06.149 of the biggest players to create those ADAS systems that combine 00:01:06.149 --> 00:01:09.319 both the map and the perception stack to really provide that 00:01:09.319 --> 00:01:10.361 in-cockpit view. 00:01:10.445 --> 00:01:13.281 Yeah, and I saw there's actually been a lot of announcements from 00:01:13.281 --> 00:01:13.865 you this week. 00:01:13.865 --> 00:01:16.618 I feel like there's a daily news release, some some big 00:01:16.618 --> 00:01:17.786 partnerships on the way. 00:01:17.786 --> 00:01:19.287 Maybe you want to share a little bit more about that? 00:01:19.287 --> 00:01:21.247 Yeah, we had a fun time last year. 00:01:21.247 --> 00:01:23.750 We had, I think, like 20 announcements, and I said we 00:01:23.750 --> 00:01:25.835 need smaller, less announcements, but bigger. 00:01:25.835 --> 00:01:29.255 And we did have a very big announcement around our 00:01:29.255 --> 00:01:31.466 partnership with AWS. 00:01:31.466 --> 00:01:34.594 It's a 10-year partnership, over a billion dollars. 00:01:34.594 --> 00:01:38.890 And what we're really focused on is using AWS tooling to be able 00:01:38.890 --> 00:01:40.600 to advance our map making. 00:01:41.017 --> 00:01:44.187 Map making has changed quite a bit in the last couple years. 00:01:44.187 --> 00:01:46.981 It used to be everyone remembers the cars that you drive around 00:01:46.981 --> 00:01:48.149 with the big towers on top. 00:01:48.483 --> 00:01:50.693 You'd get the, you know, the feed from that, 00:01:50.693 --> 00:01:52.445 it would take three months to process. 00:01:52.779 --> 00:01:56.116 Now maps are actually made with vehicle perception data, with 00:01:56.116 --> 00:01:58.701 satellite imagery, with probe data, et cetera. 00:01:58.993 --> 00:02:02.664 And that's being processed, so it's very heavy on the compute side. 00:02:02.664 --> 00:02:05.750 And this partnership with AWS is going to help us be able to 00:02:05.750 --> 00:02:08.711 bring higher quality, more coverage to different parts of 00:02:08.711 --> 00:02:11.506 the world, as well as freshness. And freshness, 00:02:11.506 --> 00:02:14.217 what we mean by freshness, instead of that three-month gap, 00:02:14.217 --> 00:02:17.137 we're going to be able to make changes in the map within 24 hours. 00:02:17.387 --> 00:02:18.388 Oh, wow. 00:02:18.388 --> 00:02:19.305 So it's really exciting. 00:02:19.305 --> 00:02:22.517 So if there is an intersection that has a stoplight, and they 00:02:22.517 --> 00:02:25.728 change it to a roundabout, we'll have that in within 24 hours. 00:02:25.728 --> 00:02:28.773 And so the era of the live map is finally here. 00:02:29.065 --> 00:02:31.276 How soon can consumers see this in their own vehicle? 00:02:31.734 --> 00:02:31.943 Yeah. 00:02:31.943 --> 00:02:34.654 So that's the one we're really working on with the OEMs 00:02:34.654 --> 00:02:37.615 because, you know, the big challenge is most of the Western 00:02:37.615 --> 00:02:40.702 OEMs, their programs take four to five years to get to market. 00:02:40.702 --> 00:02:43.705 So by the time you get your vehicle, what's in there is 00:02:43.705 --> 00:02:47.542 already old and a lot of pressure from automakers in 00:02:47.542 --> 00:02:47.917 China. 00:02:48.126 --> 00:02:50.044 And we're seeing a lot of that here at CES. 00:02:50.587 --> 00:02:52.589 They take about two years to get to market. 00:02:52.964 --> 00:02:57.093 So this live map product will be available in 2025, and we're 00:02:57.093 --> 00:03:00.889 working with the OEMs to get that in there as quick as possible. 00:03:00.889 --> 00:03:05.476 So I actually believe it'll probably be '26 by the time that 00:03:05.476 --> 00:03:09.772 we're seeing this live map, these ADAS maps in the vehicle. 00:03:09.772 --> 00:03:11.816 So probably 18 months is what I would say. 00:03:11.816 --> 00:03:12.400 That's exciting. 00:03:12.650 --> 00:03:13.818 Let's check in next CES. 00:03:14.194 --> 00:03:15.069 Thanks so much for joining. 00:03:15.153 --> 00:03:15.445 Thank you.