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That lead remains narrow, but Amazon has started to develop a more integrated product line and added new areas, like connected cars, all with better connections to AWS. The extension of Sidewalk to third-party developers and the de facto elimination of a free tier for Ring increases Amazon鈥檚 leverage over consumer and enterprise IoT users.

We currently forecast that two in three drivers drive a connected car. So there's really a lot of potential for this here, I think. Marcus Johnson:. Two in three? Oscar Orozco:. Yep. Max Willens:. Wow. Oscar Orozco:. Two in three licensed drivers, yep. Marcus Johnson:. Okay.

And particularly Google Assistant, I think, because Google has such a presence in cars, also on TVs. Amazon has long dominated the smart speaker, the home speaker realm, but Google is really strong in these other areas, and I think that's where you're going to see the explosion of use in voice assistants and of course in Android phones and on iPhones for Siri. Marcus Johnson:. Okay.

I would round that out just by saying other connected devices, smart speakers, smart watches, connected vehicles, a lot of growth there, and that's just beginning, so really exciting stuff in the report. Marcus Johnson:. Yeah. Max. Max Willens:. It's funny, I thought that Oscar was going to steal my point, but he left it for me.

Yeah, I would say that Apple probably has a better chance of making a really good automobile engine than GM does of making a decent piece of in-car technology. So I'll just leave it at that. But that is what-. Marcus Johnson:. Oh, there's more. Blake Droesch:.