Warren Buffett’s value-focused approach to investing has long been a hallmark of Berkshire Hathaway’s success. However, a recent move by the company raises eyebrows. Berkshire recently took a significant stake in Alphabet Inc., the parent company of Google. This investment comes despite concerns about an AI bubble and questions over the long-term viability of unproven technology.
Buffett’s principle of only investing in businesses he understands has guided his decisions for decades. In contrast, AI is a complex and rapidly evolving field that even the most experienced investors may struggle to grasp. The internet bubble in the late 1990s provided a cautionary tale for Buffett about overestimating the potential of new technology. Can Berkshire’s move on Alphabet be seen as another instance of jumping before looking?
Source: https://www.bloomberg.com/opinion/articles/2025-11-21/berkshire-s-alphabet-buy-sure-doesn-t-sound-like-buffett