Let's shift a bit. Still technology in the car, we're talking self-driving vehicles, autonomous features a lot of that already in the cars now, but what did you see here?
Self-driving cars, to me. what's really interesting about this industry is that you've seen a lot of the auto manufacturers experimenting with these things over the years, but for these cars to really become a reality and really become ultra-safe, and really effective in the way that you need in the mass market, they have to be able to communicate with each other.
What's crucial to that is the Google Open Auto Alliance, that was announced here at CES. Chevy can't just have its own homegrown self-driving cars. It needs to be able to communicate with the Fords and the BMWs and the Audis that are right next to it on the highway, and that Open Auto Alliance makes that a reality.
I think there are going to be a lot of winners from the autonomous vehicle revolution. Tesla, look to them to be an obvious player here, obviously the auto manufacturers that are here at CES, but I think it's those companies that bring it all together, the companies that are allowing these automobiles to seamlessly communicate with each other, that actually may be a bit more interesting from an investing perspective.
Now, we're not really sure of all the hardware, but expect some m2m companies, like maybe a Sierra Wireless, or companies of the like, to be involved in that cross-vehicle communication. Definitely an interesting thing from the manufacturer perspective, but from the investor perspective let's maybe look to a smaller company that's doing some M2M stuff, vehicle-to-vehicle.