AI를 하나도 모른다는 95세가 43조를 넣은 곳 | 버크셔 알파벳 투자 완전 해석 #런치라이브 핵심 클립

Warren Buffett, the 95-year-old who claims to know nothing about AI, invested 43 trillion won in Alphabet (Google). Why Google, of all places? We will dissect the original CNBC interview through six questions and pinpoint the chilling similarities to his investment in Apple 10 years ago. Hyperscalers rather than semiconductors, the Tollbridge business, IRR — we have interpreted all the hints Buffett indirectly left behind. 💌 The free subscription for The Public Letter, where I deliver my investment ideas directly to subscribers every month, closes today. Don't miss out; get yours right now. Subscribe to Monthly The Public Letter 👉 https://bit.ly/4ffOMV3 00:00 43 Trillion Won, Warren Buffett's Final Bet 00:25 Berkshire's Alphabet Investment Briefing (Average Purchase Price, Weight, Return) 03:04 43 Trillion Won, Coincidentally Exactly the Same as the Apple Investment 10 Years Ago 07:31 Q1. Who on earth bought Google? — "I did" 09:33 Q2. I don't invest in things that are sexy but don't generate cash 14:45 Q3. Didn't you say you don't invest in tech stocks? Railroad and toll bridge businesses 18:44 Q4. You liked AssetRight, didn't you? — "I made a mistake, I'm buying it now" 21:05 Wall Street doesn't look at IRR, the story of Rockefeller's oil wells 25:24 Q5. Why Google of all things? — "Customers aren't fools" 31:29 Q6. Do you know AI? — "I play a different game" 36:24 $10 billion in private equity, the strength of conviction shown by a 95-year-old ※ This video is not a buy/sell recommendation for any specific stock, and you are solely responsible for all investment decisions. #WarrenBuffett #GoogleStock #USStocks #BerkshireHathaway #Alphabet #ValueInvesting #Hyperscaler #LaunchLive