What I Read This Week…

Berkshire Hathaway has net sold for 10 quarters, Google launches "AI mode", court ruling allows developers to bypass Apple' App Store fees, and the current state of the U.S. rare earth supply chain

Watch All-In Episode 226 Watch All-In Interview with Secretary of Agriculture Brooke Rollins Read our Deep Dive: A Primer on Stablecoins Read our Deep Dive: A Primer on Cryptocurrencies Caught My Eye… Berkshire Hathaway has been a net seller of stocks for ten consecutive quarters, trimming or exiting positions, including Apple, Bank of America, and Chevron, while fully exiting holdings like HP and Paramount Global. At the 2025 annual shareholder meeting, Buffett explained that the firm is waiting for “extraordinarily attractive” opportunities, preferring to hold cash rather than overpay…

related reading

• Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
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• Berkshire Hathaway Letterberkshirehathaway.com
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