Subject: Re: Make Berkshire Compound Again!
@mungerish, IMHO, you’re spot on. This $10B investment is a masterful opening gambit for Greg Abel's era as CEO. He’s taking the classic Buffett "circle of competence" and updating it for the AI age by realizing that the ultimate tech bottleneck is a heavy industrial problem he spent his entire life solving.
Good stuff!
Silverlinin