Dan Galves: So we feel good about the other models. The ZEEKR 001 for example, is performing exactly to the expectations that ZEEKR provided to us and that we baked into the forecast. There is another vehicle launching right now, and then Polestar 4 looks to be on track to launch. So yes, we are feeling good about the expectations and in 2023 as well. Like relative to the revisions that we made last quarter, the ZEEKR 001, the ZEEKR 009 are performing exactly as we expected. And with some minimal volumes from the additional launches in the back half, we should be able to comfortably get into our guidance for that product. So we feel good about kind of how the performance is going in 2023 and everything looks solid for 2024, except for that gap that we identified versus where we originally expected back in January.
Joshua Buchalter: And then congrats on the VW win for the more fully autonomous vehicle. I was hoping you could help us understand any guardrails you can give on timing and scope of this project. When should we expect this to contribute to initial EV revenues and is this planned for, the press release read like commercial vehicles, but is this planned and do you see a roadmap for the Chauffer type technology moving into more consumer types of vehicles? Thank you.
Amnon Shashua: The only reason that we mentioned the ID bus is because Volkswagen in their own PR as they mentioned, the Austin, vehicles, they shipped to Austin with our technology for test and also in Germany. It is still ongoing, all the formalities of actual design win for this, but there are already more than 30 vehicles already in testing phase at the VW. And hopefully this will mature into an official design win hopefully this year.
Joshua Buchalter: Thank you.
Operator: Our next question comes from Mark Delaney with Goldman Sachs.
Mark Delaney: So you can provide more details on your latest outlook on the AV opportunity with Mobileye drive. I think you mentioned in the prepared remarks not putting less emphasis on upfitting new vehicles and it making more sense to ramp on purpose-built vehicles in the 2025 timeframe. Could you share a bit more on what change that led you to have that view and your confidence on purpose-built platforms being ready in 2025?
Dan Galves: Sorry, Mark, you broke up a little bit. Just repeat the question.
Amnon Shashua: Mark, sorry, can you repeat the question? You broke up a little bit.
Mark Delaney: Yes, of course, Dan. Yes. Sorry about that. Hopefully you can hear me a little bit better now. I was hoping for some updated and added details on your AV plan with Mobileye drive. I believe if I heard correctly, you are now putting less emphasis on upfitting new vehicles? And you mentioned, and making more sense to ramp up AV on purpose built vehicles in the 2025 timeframe. So assuming for a bit more color on what’s changed and led you to have that new strategy and what your confidence is in having those purpose-built vehicles already in the 2025 timeframe?
Amnon Shashua: Yes, I will take that. So back at the CES, we mentioned that we are working with the platform builders. We mentioned the Scheffler, we mentioned the [Bentler] (ph) with their auto company hold on. And we mentioned also a third company who by now they made their own press releases which is Volkswagen Commercial Vehicles on the ID buzz. We are working also with another personal car maker called the P3 I think we announced that a while ago with the Mobileye’s 64. So the focus is on collaborating with or partnering with platform builders rather than having our own big and homologating our own vehicle and then performing the entire chain of owning vehicles, operating vehicles, customer facing applications. We do that through a way of partnerships.
So that is the new focus that we announced back at the CS, and then everything is on-track, including what you saw in the press in a few weeks ago by Volkswagen on actual testing of ID buses equipped with our technology.
