Mark Zuckerberg tells shareholders that a Meta cloud computing business is "definitely on the table" if it overspends on data centers and has excess capacity (@jonathanvanian / CNBC)
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Berkshire long term performance (say 20 years)= S&P 500; that's the increase in market value/share: this market value is propelled by leverage (insurance float-the portfolio is way bigger); so why pay a premium to this market value to get S&P 500 performance as you can buy straight the S&P 500 without premium and insurance risk