FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

The discussion centers on Tesla's robo-taxi rollout in Austin and its implications for the autonomous vehicle market. The panelists debate whether this is a watershed moment for Tesla, considering Waymo's existing driverless operations and safety data concerns. They also explore Tesla's partnership with Lemonade for insurance discounts on FSD-equipped vehicles, assessing its potential impact and whether it's primarily a marketing strategy. The conversation shifts to potential acquisitions for major companies like Disney, Microsoft, and Berkshire Hathaway, with suggestions ranging from gaming companies like Epic Games and Nintendo to broader entertainment and food service businesses. Finally, the panelists examine the NYSE's potential tokenization of stocks and 24/7 trading, weighing the regulatory hurdles and potential impact on price discovery and market liquidity.