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Not sure if I heard anything very material. There are no production numbers, just possible demand problems due to recession that he is predicting and that's only if it's a worst than 2009 type thing. The only thing material is he is done with selling stock but that's material to the stock price and not the company.
It's probably off the table for at least Q1 2023 based on his response, but I think based on those same comments it will happen by early 2024 if not sooner. But nothing is guaranteed.
I agree with your clarification but it seemed like a veiled suggestion that TSLA would be the type of stock WB would buy, especially during a recession with compressed mulitples.
Quasi infinite demand for PowerPack is exactly the kind of hedge that berkshire hathaway needs. BH own a good amount of utilities and railroads. Companies being disrupted by Tesla.
Listening to this Twitter Spaces talk with Elon has really calmed my nerves about TSLA. The past month has been so stressful. Just what I needed to hear today.