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

Jan 23, 2026

Guest

Jon Quast

Guest

Lou Whiteman

Jon Quast, Motley Fool analyst focused on company fundamentals, and Lou Whiteman, investment analyst tracking consumer and market trends, dig into Tesla’s first driverless robo‑taxi trials and potential business models. They discuss Greg Abel’s early moves at Berkshire, Apple’s Siri overhaul with Gemini, and the debate around tokenized stocks and 24/7 trading. Short, sharp takes on tech, finance, and market strategy.

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INSIGHT

Robo-Taxis Are Progress, Not Proof

Tesla's driverless robo-taxi rollout is a meaningful step but not a watershed moment yet.
Lou Whiteman cautions the key is whether Tesla can fully solve the engineering challenges to 'get there'.

INSIGHT

Separate Ambition From Timelines

Elon Musk's claims matter but his timetables often don't match reality.
Jon Quast urges taking Musk's ambitions seriously while ignoring precise deadlines.

INSIGHT

Driving Data Enables Smarter Insurance

Insurance can be tailored using driving data, lowering costs when autonomous driving is active.
Jon Quast views Lemonade's pay-per-mile FSD discount as part of a broader trend to monetize device data.

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Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apple’s chatbot, and 24/7 trading.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- FSD is here…kind of

- Greg Abel cleans house

- Apple’s Siri chatbot

- NYSE tokenizing stocks

Companies discussed: Tesla (TSLA), Disney (DIS), Microsoft (MSFT), Berkshire (BRK), Spotify (SPOT), Sysco (SYY), Rocket Lab (RKLB), Elf Beauty (ELF), Intercontinental Exchange (ICE), Apple (AAPL).

Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd

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