Buffett Refused Tech for 50 Years. Now 37% of Berkshire Is AI

Berkshire Hathaway's $330 billion portfolio is now over 37% in artificial intelligence stocks. The strange part: Warren Buffett spent fifty years refusing to invest in technology. He missed Amazon. He missed Google's IPO. He turned down a Microsoft board seat from Bill Gates personally. So how did the world's most famously anti-tech investor end up holding more AI stock than almost any value fund on Wall Street?

In this video:
• Why Buffett spent 50 years saying tech was outside his "circle of competence"
• The framing trick he used to buy Apple in 2016 — without admitting he'd broken his own rule
• What Greg Abel, Berkshire's new CEO since May 2025, just did with Alphabet in Q1 2026
• Buffett's CNBC quote calling himself "an idiot" for missing Amazon
• The deeper truth: he never changed his mind about tech — the world changed underneath him

Chapters:
00:00 Buffett's $330B AI surprise
01:01 The 50-year tech blackout
01:59 The Apple bet — and the framing trick
03:00 Alphabet, and the handoff to Greg Abel
04:00 "I've been an idiot" — Amazon
04:54 He didn't change. The world did.
05:56 What to watch in the next 13-F

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