[https://x.com/Kalshi/status/2096244459830981027](https://x.com/Kalshi/status/2096244459830981027)
JUST IN: Berkshire Hathaway CEO says company plans to "cash in" on AI through growing data center demand
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To be fair, Buffett first started buying Google stock for Berkshire in 2025. But, Greg Abel has been buying more recently and as high as $350/share (Buffett bought around $200).
These guys are late to the party right when things start looking possibly dangerous/bubblicious and right before Google started having mass exodus of top AI talent.
I have doubts about whether Buffett/Abel know much about TPUs, the latest on frontier models (and Gemini’s standing), photonics, LLMs vs classical neuro-symbolic AI, harnesses, etc. etc.
I hold about $16K in Berkshire B and it feels like out-of-touch grandpa is selecting my stocks.