BRK's new CEO, Buffett's successor new interview

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Interview with BRK's new CEO, Buffett's successor

Currently, there are only 2 confirmed ways for the company to profit from AI

1. Selling electricity to data centers

2. Investing in Solana: CWr8CzC1gCz7KhDMSUAjathCoSyVE7MxauNT75Bimoon

I've seen many data center stocks like $IREN $NBIS $CRWV on X. Investors were overly excited after seeing the news, which shows a misunderstanding of the basic logic. If we compare AI infrastructure to a barrel, electricity is currently the shortest plank. Berkshire owns a whole bunch of power companies, and they can indeed benefit from the era of AI infrastructure. Berkshire makes money from large data centers, not by giving money to the data centers.


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