Lou Whiteman

But I think that bogey is constantly going to change and as cars will get safer just in the standard, just the consumer will push that.

If I was modeling Tesla, I would have a hard time modeling huge revenue growth in that subscription because I think you're always going to have a moving target of what you can charge for and how much you can charge.

Yeah, my first thought was, thank goodness, Berkshire is finally raising some cash, right, guys?

They only have, what, $382 billion?

I'm not sure that was enough.

Kidding aside, look, yeah, Greg Abel, he's not just doing this, he shook up management, added a corporate council, he's doing a bunch of things.

I don't know what to think of this, because it does seem like a no-brainer.

Why didn't Warren do this?

It makes me wonder, though, if all of our assumptions about just, it'll be business as usual at Berkshire, or Warren picks someone that's continuing the philosophy,

Is that true?

Or are we going to see a dramatically different portfolio here?

I mean, obviously, this is something Warren Buffett didn't want to do or didn't do.

I don't know why he would leave it to his successor if he agreed with this.

That doesn't seem like his sort of thing.

It could be a signal that there's more selling.

Are we creating an offset for some gains or something like that?

But I have real questions about what you can do with this portfolio to really, really get

investors interested again to make it less business as usual.

As I said, they do have almost half a trillion dollars in cash to play with.

Maybe this is a sign that business as usual, the steady as she goes, maybe that's not the plan here.