Subject: Re: The Alphabet position
Would you be a buyer of Alphabet shares at $350?

I had a few shares called away this week from covered calls. I don't have plans to buy them back. I acquired them about this time last year when I was assigned on some 180 puts so the total return was nice. Coincidentally my exposure to Google is now equal through my own shares and BRK.

I made some comments over on the Alphabet board about what I think of their AI products. I think they could have a nice AI moat with the average Google consumer. I'm very anxious to see how Apple does with the Siri AI reboot. I think this might be their last shot to get it right and I hope they are not limited by compute which will result in the Apple user receiving another bad experience. Time will tell.

Jeff