Not that I have any skills in stock-picking whatsoever, but couldn't the recent lukewarm performance not also be an argument for BRK?
I mean their cash pile is also invested in money markets (so you get that), and the rest of the portfolio consists of quality companies where their (combined) valuation didn't explode in the last 1,5 years. So it's an opportunity to invest into something that might not be overheated.
Just burned through my 5 hour window in Codex (Business plan) in 10 minutes with GPT-5.5. Was excited to use it, but I guess I have to wait 5 hours now (it's not yet available in the API, so I can't switch there).
We also experienced hitting our Claude limits much earlier than before during the last two weeks. Up to a degree where we were thinking it must be a bug.
I found his take on the space data center a bit negative. No idea if it is feasible right now, but you could have made the same jokes and ridicule about the feasibility of electric cars (batteries too weak!) before Elon build Tesla.
And Patrick just lists some reasons why it is currently hard to do. I'm by no means a Elon fan, but if anyone could pull it of it's him, and attempting these hard challenges is a good thing.
A space data center is a technical impossibility. And your hero is an idiot, as you can see here when he explains cooling, at the end of the video: https://youtu.be/trgn7s5-YHc
>> before Elon build Tesla.
He bought the company, they already had electric cars.
I tried it out and it worked really well for us – awesome tool! The spec-driven approach is a bit different then the usual back-and-forth with agents, and if you invest properly in writing specs it pays of.
From an investors point it's very unattractive to invest in a early-stage startup where half of the shares are in the hands of a person not working there anymore.
I mean their cash pile is also invested in money markets (so you get that), and the rest of the portfolio consists of quality companies where their (combined) valuation didn't explode in the last 1,5 years. So it's an opportunity to invest into something that might not be overheated.