On contrary, it's sad that he can't see how his "I Don't Buy What I Can't Understand" strategy wins again.
On contrary, it's sad that he can't see how his "I Don't Buy What I Can't Understand" strategy wins again. Buffet thrives when bubbles burst. More than third of Berkshire valuation is now cash. Berkshire has $350 billion USD in cash and cash equivalents. They accumulate cash because they don't find enough things worth buying (all stocks seem too expensive for them). When the bubble bursts, there will be undershoot and Berkshire starts buying.
Posted by nabla9 on Nov 11, 2025, 7:45 AM
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Raise real-world problems, find people facing the same issue, and discuss solutions.2,000 issues0 comments
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Yeah, the plan is far too expensive for what it provides.
NewCrashed demand after one of the big AI labs (probably Anthropic because they focus way too hard on expensive frontier models) become inso...
New/dev/random is much too expensive for this.
Yeah, this always bugged me.
A year ago, I had the opinion that it'd be too expensive for developers to support offline mode, peer to peer, or community servers after...
The weird thing about this product is that its biggest competitor is "an old ipad." I feel like most of their target customer base alread...
There's a talk from Travis Kalanick recently on a podcast about this.
>nobody ever bought German cars for their low prices, except the Beetle Huh?
On contrary, it's sad that he can't see how his "I Don't Buy What I Can't Understand" strategy wins again.
On contrary, it's sad that he can't see how his "I Don't Buy What I Can't Understand" strategy wins again. Buffet thrives when bubbles burst. More than third of Berkshire valuation is now cash. Berkshire has $350 billion USD in cash and cash equivalents. They accumulate cash because they don't find enough things worth buying (all stocks seem too expensive for them). When the bubble bursts, there will be undershoot and Berkshire starts buying.
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