The following video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Isaac Pino and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, Isaac discusses the race to the future of transportation. Big names like Tesla, GM, and Ford crowd the field, but behind the scenes its companies like IBM that will make electric vehicles run. Find out how IBM will be instrumental in powering the future, and why Warren Buffett found this company to be a best buy for his portfolio.