Subject: Re: Hopes, for Greg’s first letter?
I'd like a deep dive into electrical utilities. It seems like a number of interesting things happened there in the last year or two:
PacifiCorp's wind, natural gas, and distribution assets
Wildfire lawsuits
Renewed interest as an investment due to AI data center needs
Tension between rate payers and utilities looking to meet AI power use needs

Buffett deferred a lot to Greg at the Annual Meeting when the topic of wildfire lawsuits and the suitability of electrical utilities as investments came up, so I think a thoughtful written piece would be valuable.