Post #5440 by Captkerosene on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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All of the second tier charging networks look like a dead end to me. They are inferior in every way.

Pilot is a depleting asset. The cost of EVs is coming way down. All cars and trucks (OK maybe 99%) are going electric. Tesla will own the trucking and most of the auto market. I doubt that Pilot will make much money from Super or Megacharging even if they somehow get a contract. (WEB/Gates and Elon aren't friends and I doubt that Elon wants to work with BRK.)

Autoline Daily had a teardown/benchmarking expert on this week. TLDR: Legacy auto isn't catching up ... they've fallen hopelessly behind. Their outdated factories look like write-offs.

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