Our position on that has been that if you look at China's exports of general automotive, it went from one million vehicles in 2020 to seven million last year. That's a seven x increase in five years. I think the North American fortress approach is not going to work long term. If you think you're going to be able to stop the technology from coming in over the long term, I wish people and the industry the best of luck.
The question is, do we do it on our own terms? Do we have some kind of security as we do it? I think we use the approach of what I would call “selective exposure”. We allow a small number of vehicles in, which can still insulate our vehicle market and make sure, since you mentioned the cybersecurity concerns, that we can have Canadian software deals running on the hardware, so we have more control.
I don't think those concerns are unwarranted, but I do think there are solutions for them that go beyond trying to build a fortress and say that we're going to stay behind this fortress forever, given how the expansion has happened.
