Видео
IMG_8849.MP4 · 19.4 MB · click to show
IMG_8849.MP4 · 19.4 MB · click to show
💰 Warren Buffett just gave AI a brutal reality check
While the biggest AI companies are spending hundreds of billions building models and data centers, Warren Buffett says he has a much simpler alternative.
He could park Berkshire Hathaway’s cash in U.S. Treasury bonds and collect $20–40 billion a year with virtually no risk.
That becomes his benchmark for every investment.
“A good business earns a lot more than the returns on essentially riskless investments.”
In other words, if you’re pouring billions into AI, you shouldn’t just beat Treasury bonds, you should beat them by a huge margin to justify all the risk.
Buffett points to American Express as the kind of business he loves. While many banks generate returns on capital of around 13–14%, American Express has consistently delivered 30%+ without taking dramatically more risk.
That’s the magic Buffett looks for: high returns that last for decades.
And that’s where AI faces its biggest challenge.
@aipost 🏴
5K ·