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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: nola622   😊 😞
Number: of 15055 
Subject: Re: Pilot and EVs
Date: 01/19/2024 4:20 PM
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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.)

That's an interesting strong opinion. Sort of surprising to me. You think 99% of heavy duty trucking will be electric semis like the Tesla semi that they barely manufacture and primarily delivers potato chips on short routes? Isn't there another emission free technology that would be far better than battery powered big rig tractors? One that would need fueling infrastructure like large truck stops?

Let's say you are correct and Tesla owns heavy trucking going forward - where do you expect the big rigs to recharge? Obviously not at the existing Tesla supercharger stations for cars. Somewhere with showers, hot food and an enormous parking lot to accommodate all those out-of-service-while-they-charge-huge-batteries big rigs right?

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