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Fortune 7
Berkshire Hathaway increased its Delta Air Lines and Alphabet holdings as CEO Greg Abel began using the company’s cash pile. Berkshire added 17.5 million Delta shares, valuing the stake at $5.37 billion by the end of June. The changes raise Berkshire’s Alphabet stake to $37.8 billion at midyear and expand investment activity while its cash fell to $365.5 billion.
Exponential View 2 months ago 19 ● 3 sources
Google’s Jeff Dean and Sanjay Ghemawat left the company, and the market treated the departures as a talent crisis. Alphabet’s share price fell 4% in a day. The article argues this likely reflects changes in how Alphabet allocates capital and compute across the AI cycle rather than a sudden loss of belief in AI talent.
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17 October 2026
Microsoft used today’s announcement to zoom in on what matters in scaling: not just raw capability, but the plumbing behind it. The company revealed MAI-Base-2, a 2T-parameter base model designed to be converted into full LLMs with additional training. Per Microsoft, only 80B parameters activate per prompt, and the training run ate 50T tokens over 38 days using 16,000 Nvidia GB200 GPUs. The headline claim: MAI-Base-2 is up to 12× more hardware-efficient than its predecessors, a metric that will matter to anyone trying to keep inference costs from swallowing margin.
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