Not Investment Advice
214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy
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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Quick takeaways
- Warren Buffett emphasizes quality investments like Apple over Bitcoin, highlighting concerns about government inflation and financial discipline.
- The ongoing iPhone App Store lawsuit raises critical questions regarding anti-competitive practices versus claims of supporting a developer ecosystem.
Deep dives
Buffett's Perspective on Currency and Investment
Warren Buffett expresses concern about currency debasement and government inflation practices, suggesting a lack of discipline in financial stewardship. He has famously criticized Bitcoin, calling it 'rat poison squared.' Despite this criticism, Buffett made significant investments in Apple, achieving vast profits since his 2016 investment, which combined with share buybacks and dividends has led to gains surpassing $100 billion. This investment philosophy highlights a transition in understanding the importance of quality companies over mere undervalued entities.
