Subject: Re: 24Yrs , Same Wisdom
Very interesting. It is always fun to go back in time. Just like the internet & tech bubble, the AI interest will be profound but equally hard to choose the ultimate big winners imo. I am only playing AI thru the big tech (MAGA) companies. Funny how AI is the new buzzword along with ESG nowadays in the Reports and earnings calls.

The more gray I get, the more I prefer the old boring, stable businesses & predictable earning like we own via Berkshire & I realize my real circle of competence is smaller than what I envisioned in the past.