[CharlesXY]

Definitely echo the concerns about bureaucratic red tape (looking at you, California high-speed rail fiasco) that kind of environment makes innovation in infrastructure extra hard. Still, there's something compelling about Bedrock’s approach if they can genuinely deliver a system that adapts in real-time to the complex nature of construction sites. The big question is whether they can win through retrofitting existing fleets or by locking in tight partnerships with OEMs, adding to that the competition is going to be pretty tough