-
Welcome Warren! The world’s most famous technology sceptic is now an AI investor with huge investment in Alphabet. But at the same time warning that the tech giants leading the charge are trapped in an endless war of attrition.Google, Microsoft, and Amazon are pouring hundreds of billions into capital expenditure to stay competitive. Buffett calls…
-
I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…
-
Evaluated side-by-side using the AI Business Quality framework by Pitchbook, OpenAI is priced at $188 billion per point of business quality. That represents a 60% premium over Anthropic, which sits at $118 billion per point. This wide spread raises a pressing question for pre-IPO invesors: is OpenAI truly worth that premium, or is it a…