As has been widely covered recently, Musk said something like moats are lame, Buffett responded he's wrong and Musk said he will start a candy company. Pretty dramatic escalation. Some people said it reflects Musk being burnt out from Tesla problems, others that he both are arrogant billionairws.<p>After some digging, turns out Buffett is investor in BYD (Chinese EV co). Also, when Solar City came to Nevada, upsetting the Nevada Utility (owner: Buffett), the utility whined to the gov that Solar panel owners should contribute to the cost of the infra, breaking Solar City business model [1]. Solar panel owners ended up paying more than pre-solar energy times.<p>HyperChange derived from the 10Ks that 48% of BRK revenues is at risk from Tesla [2] Take it for what it's worth<p>[1] https://youtu.be/YGGk90YljhQ<p>[2] https://youtu.be/cCWS4XUp6Uo