3 things from recent Berkshire Hathaway AGM that stayed with me:
1. Berkshire put $35B under Tim Cook after he replaced Steve Jobs,now worth $185B.
Buffett said “I didn’t have to do a damn thing.”
2. Buffett said we never had people in a more gambling mood than now, Buying 1-day options isn’t investing, isn’t speculating, it’s gambling.
3. Berkshire is sitting on $397B cash still not buying,Not confused, not scared. Just waiting for the right moment.
Are you investing or gambling right now?
True and also, The real challenges waiting for John:
1. Siri has been delayed multiple times and still not fixed.
2. The ai chief John Giannandrea just leave apple this month.
3. Apple doesn't have its own ai frontier they using competitors ai model for Siri. ( Gemini and ChatGPT)
@XFreeze That is a true AI tool agrees with you all the time, you have to fact-check information even if it has browser access, lot of improvement is still needed
@InternetH0F Tim Cook didn't invent the product but built the system behind that, the supply chain, global retail, and partnerships.
He is not leaving he will now be the executive chairman, focusing on policy and strategy.
@Gemini SpaceX IPO in 2026 looks real.
Valuation jumped from $1T → $1.5T → $1.75T.
Still unclear if it’s a straight IPO or merger structure,Either way this will move markets for sure.
Google just announced two brand new 8th generation AI chips today.
TPU 8t — for training AI models.
TPU 8i — to run them in real time.
Think of it this way — one chip teaches the AI, the other puts it to work,Before this one chip was doing both. That’s like using the same person to build a car and drive it.
Now they have both builder and a driver. And both are best at their jobs.
#AI #google #googlecloudnext
7. Jobs imagined it.
Cook scaled it to $4T.
Now Ternus — the engineer who built every product in between has to figure out what comes next.
Honestly? I'm quite optimistic about Ternus.
What do you think?👇
6. The timing is wild. Ternus is taking over right as Apple is about to have its biggest product lineup in a long time - foldable iPhone, AirPods with cameras.
The next few months are going to be interesting.