Brett Winton
@wintonARK · Dec 2, 2022
We think that autonomous EV Semis could lower per ton mile costs of freight trucks to price-points competitive with rail.
There are ~$400 billion in fixed rail assets in the US.
Great businesses.
Buying back shares and paying out dividends.
What could possibly go wrong?
Brett Winton@wintonARK· Dec 2, 2022some real time reactions to the Tesla semi live stream
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Elon Musk
@elonmusk
Accurate
03:12 AM · December 2, 2022 · 0 views
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