Lou Whiteman

This is a hard thing to change consumer preference on, if anything.

And this is why it's interesting.

I think you point out Tesla's actually behind here.

And they're charging for stuff that others include.

A lot of it, like with Honda, I know it's the premium models.

Not every model has it.

So it's a different way.

But

It's very rare that a company stops taking $8,000 upfront in return for $100 a month.

I think that's a sign of weakness.

I think that's an admission that it's harder to get $8,000 for stuff that others are getting from just spending $1,000 more on the base model.

I wouldn't be surprised if there's a continued push to get whatever is cutting edge

off of the standard and you pay for something.

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.