Bearly AI (@bearlyai)
@bearlyai
Privacy-first AI research tool with access to ChatGPT, Grok, Claude, Gemini and DeepSeek — all in one app (by @pnegahdar and @trungtphan)
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During the 2019 Berkshire Hathaway AGM, Buffett and Munger said they “screwed up” by not buying Google at its IPO.
They avoided tech but has “insights” into Google because GEICO was paying “$10 a click” when the marginal cost was $0 and they could see in their “own operations how well Google advertising was working.”
Munger then said that Apple was their “atonement”.
Including today’s $10B private placement in Google, Berkshire now owns ~$30B of Google (over 10% of Berkshire’s equity holding and 4th largest position after Apple, American Express, Coca-Cola).
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JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE
And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in.
Here's the full breakdown:
THE DEAL:
- $30B in underwritten public offerings
- $40B through an at-the-market stock program starting Q3 2026
- $10B private placement to Berkshire Hathaway
THE BERKSHIRE PIECE:
- $5B in Class A Common Stock at $351.81 per share
- $5B in Class C Capital Stock at $348.20 per share
- Berkshire has been building this position since Q3 2025
THE PURPOSE:
- Scale AI compute infrastructure to meet "unprecedented customer demand"
- Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
- Remaining proceeds go directly to AI infrastructure buildout
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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel.
The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time.
Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $565B while Nvidia is worth over 1,200x more at $5 trillion.
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