The author doesn't understand Berkshire Hathaway. They have lots of consumer companies, GEICO being a large one, also a manufactured home manufacturer, See's Candies (not large by revenue, though), a furniture retailer, etc. A fair amount of Berkshire's revenue also comes from dividends from consumer companies, like Coca-Cola and Apple. Buffett's investing principle was to only purchase companies with predictable revenue streams, which has a certain mature consumer-company nature to it.