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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: nola622   😊 😞
Number: of 22353 
Subject: Re: Pilot and EVs
Date: 01/19/24 4:20 PM
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No. of Recommendations: 25
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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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
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Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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