Jon Quast

There are regulatory reasons for that.

So, Lemonade is available in some places that Tesla isn't.

So, this makes sense.

Yeah, I think this is going to be a general trend.

Cars are getting smarter, and insurance needs to tap into that.

I don't personally like it.

I personally struggle with paying for satellite radio when I can get FM radio for free.

But one thing I was thinking about is, it's so interesting, $100 a month.

Are you going to save $100 on your car insurance with 50% off from Lemonade on those miles?

I don't know if there's enough there to do that.

And so that's just kind of an interesting pricing dynamic.

I think that Warren Buffett already admitted it was a mistake before he retired and was expressing that he did not like the direction that Kraft Heinz was going and splitting these companies back apart when he spent all that time and effort getting them together.

I wouldn't necessarily say, though, that this is Abel trying to establish himself and make a name for himself and go his own direction.

If you look at the stake that Berkshire has in Kraft Heinz, yes, it is huge.

And yet it's only 2.4% of Berkshire's total stock portfolio.

And so if he was going to make his mark, he'd do it in another company such as Coca-Cola or American Express, selling off these much more important positions.

But I think he's just tidying up the portfolio from something that he recognizes maybe isn't going to deliver the returns they're looking for.

And Buffett's already expressed that he's disappointed.

Let's see you do it.

We've talked before on this show about personalized AI and how Alphabet really does have a good hand to play when you consider its distribution and all of its products that integrate together.