Brett Winton: 我们认为，自主 EV Semis 可以将货运卡车的每吨英里成本降低到与铁路竞争的价格点。 美国有约 4000 亿美元的固定铁路资产。 伟大的企业。 回购股票并支付股息。 可能会出什么问题？ https://t.co/GpTZ2EI63Z 引用来自@wintonARK 的推文： 对特斯拉半直播的一些实时反应 ?

原推：We think that autonomous EV Semis could lower per ton mile costs of freight trucks to price-points competitive with rail.

There are ~$400 billion in fixed rail assets in the US.

Great businesses.

Buying back shares and paying out dividends.

What could possibly go wrong? https://t.co/GpTZ2EI63Z

https://twitter.com/wintonARK/status/1598495373743382528