The orchard has changed hands. For six decades, Warren Buffett, a man who measured time in compounding interest and the slow ripening of value, tended to Berkshire Hathaway. Now, the reins are held by Greg Abel, a successor stepping into a landscape subtly, irrevocably altered. The old man departed, leaving not a void, but a curious inheritance: a portfolio subtly infused with the promise—and the potential anxieties—of artificial intelligence. It is as if a seasoned gardener bequeathed a field sown with both familiar fruit and seeds of an unknown bloom.
Buffett, a creature of tangible assets, always saw the world in terms of what could be held, weighed, understood. He built his empire on the bedrock of predictability. Yet, even a mind so grounded could not entirely deflect the currents of change. He inadvertently allowed a considerable portion of Berkshire’s $313 billion to drift toward the shimmering horizon of AI—some $64 billion, now the responsibility of Abel. It is a strange confluence—the pragmatic hand of the past yielding to the spectral promise of the future.
Apple: The Polished Fruit
Buffett regarded Apple as a purveyor of beautifully crafted goods—a modern artisan. And it remains so, its polished devices gracing pockets and desks across the world. But the heart of Apple’s future, like the sap rising in a tree, is now entwined with the ethereal vines of artificial intelligence. Some $57.9 billion of Berkshire’s capital rests within its branches.
GOOGL”>
Alphabet: The Cloud and the Seed
Buffett cautiously planted a $4.3 billion seed in Alphabet during the third quarter of 2025—a position that has since sprouted to $5.5 billion. He saw, perhaps, the potential for growth beneath the surface.
Alphabet, of course, is known for its dominion over the digital landscape, its search engine a ubiquitous presence in modern life. But the true source of its future strength lies in Google Cloud—a vast, ethereal infrastructure that powers the digital world. Generative AI and large language models are being woven into its very core, fueling a remarkable surge in sales—a 48% increase in the recent quarter. It is as if the company is building a new sky, supported by pillars of data and algorithms.
Alphabet also engages in a quiet, relentless repurchase of its own stock—a process that has consumed $346 billion since 2016. It is a curious act—buying back pieces of itself, as if seeking to consolidate its essence.
Amazon: The River and the Current
Buffett, in his final quarter at the helm, pruned 77% of Berkshire’s stake in Amazon. A gesture of caution, perhaps, or a simple acknowledgment of changing tides. Yet, $490 million remains—a current entrusted to Abel’s care.
Amazon is a dual-natured entity—a river flowing through the landscape of commerce, and a vast ocean of cloud infrastructure. Amazon Web Services (AWS) accounts for nearly a third of all global cloud spending. Like Google Cloud, AWS is embracing the power of generative AI and large language models—witnessing a 24% increase in sales and an annual run rate of $142 billion.
Amazon, currently, is relatively inexpensive—a rare bloom in a garden often consumed by inflated prices. Investors can now acquire shares at a price that reflects a mere 9.9 times forecast cash flow in 2027—a bargain, considering its potential for future growth.
Read More
- Can AI Lie with a Picture? Detecting Deception in Multimodal Models
- 25 “Woke” Films That Used Black Trauma to Humanize White Leads
- 20 Movies Where the Black Villain Was Secretly the Most Popular Character
- From Bids to Best Policies: Smarter Auto-Bidding with Generative AI
- 22 Films Where the White Protagonist Is Canonically the Sidekick to a Black Lead
- When AI Teams Cheat: Lessons from Human Collusion
- Top 10 Coolest Things About Invincible (Mark Grayson)
- Silver Rate Forecast
- Top 20 Dinosaur Movies, Ranked
- Unmasking falsehoods: A New Approach to AI Truthfulness
2026-03-23 12:13