After catching up on their latest travels and briefly discussing the launch of Waymo One and the release of some intriguing new Waymo research, Ed and Kirsten are joined by Nathaniel Horadam of the Center for Transportation and the Environment to discuss his perspective on the upcoming Uber and Lyft IPOs. A lot is riding on these public offerings, which could be some of the biggest ever seen in the technology world (let alone mobility technology) but which also face some tough questions. Nathaniel walks us through some of his questions about their business model, in particular the issues related to a tightening labor market and rising interest rates, as we try to anticipate the issues that these highly-anticipated IPOs could raise.