If you listen to Tesla’s quarterly earnings conference calls, you’ve likely heard the voice of Deepak Ahuja, the company’s CFO, answering questions. Deepak typically provides a calm, soft-spoken counterpoint to company CEO Elon Musk. He’s also got a fascinating history at Tesla.
This story is about Tesla’s moats, but I don’t mean to imply that Buffett would invest in Tesla. Tesla is far from the value investments of the Berkshire Hathaway portfolio. Rather, Buffett’s comments are to demonstrate the importance of moats. Morningstar even has a guide called Why Moats Matter. Understanding the moats a business employs is clearly important to understanding the business and its future.
Presumably following a lucrative offer, Tesla exec Jim Keller — in charge of the company’s Autopilot software, low-voltage hardware, and infotainment teams — is reportedly leaving the company and now headed to Intel.
Elon Musk went on a Twitter rampage overnight, tweeting about all things great and small, from artificial intelligence to disco laser shows. Read all about it here.
