Not Investment Advice 214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy
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May 7, 2025 This discussion dives into Warren Buffett's legendary investment strategies, focusing on his 60-year run and a massive $150B bet on Apple. They also explore the iPhone App Store lawsuit, highlighting controversial commission practices affecting developers. OpenAI's 'glazing' controversy is unpacked, revealing how AI engages users and the potential ethical implications. The conversation is punctuated with insights on evolving investment philosophies and the impact of technological advancements on financial strategies.
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Buffett's Legendary Investment Journey
- Warren Buffett transformed Berkshire Hathaway from a failing textile company into an investment powerhouse over 60 years with a 5.5 million percent return.
- Charlie Munger shifted Buffett's focus to buying quality companies even without huge discounts, shaping his investment philosophy.
Buffett's $150B Apple Bet
- Buffett's $36 billion Apple investment in 2016 has potentially gained $150 billion in profit, making it his biggest trade ever.
- This shows Buffett's rare but impactful engagement with tech-driven consumer monopolies like Apple.
Apple's App Store Monopoly Questioned
- Apple's App Store appears to be a monopoly via the iPhone and app ecosystem, but recent court rulings challenge its 30% tax on app developers.
- Buffett's sale of $80 billion of Apple shares may reflect a perception of this moat weakening.
