Money Stuff: The Podcast
A Broad Church: BRK/A, OpenAI, Medicaid
May 9, 2025
Warren Buffett's retirement sends ripples through Berkshire Hathaway, leaving many wondering about the future under Greg Abel. Meanwhile, contrasting investment strategies between Buffett and Bill Ackman come into play, particularly Ackman's intriguing stake in Howard Hughes. The conversation also dives into OpenAI's shift towards a public benefit corporation, balancing profit with ethical considerations. Lastly, the hosts navigate the complex world of Medicaid provider taxes, revealing financial loopholes and ethical dilemmas that are hot topics in healthcare funding.
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Quick takeaways
- Warren Buffett's retirement and Greg Abel's succession spark speculation about Berkshire Hathaway's strategic shift towards operational focus rather than traditional stock-picking.
- OpenAI's transition to a public benefit corporation under Sam Altman raises concerns about power dynamics and future decision-making within the tech industry.
Deep dives
Warren Buffett's Retirement Announcement
Warren Buffett's recent announcement of his upcoming retirement at the age of 94 has sparked discussions about the future of Berkshire Hathaway. Although many were prepared for this eventual change, it still caught attention given Buffett's longstanding leadership and influence in the investment world. His anticipated successor, Greg Abel, known for his operational expertise rather than stock-picking, raises questions about how the company's strategic direction may shift under his leadership. There is ongoing speculation regarding potential changes in Berkshire Hathaway’s portfolio and investment approach once Abel takes charge in 2026.
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