Important discussion. Buffett has a great story about the invention of the car. He used to carry around a stack of papers that had the names of all 3000 or so car companies that have ever existed in the US. Of course only a small handful lasted the test of time (Ford, GM, etc). His point was that just because you know cars are the future doesn’t mean you can make money off of it as picking winners is extremely difficult. Buyer beware!