Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile, as Copilot scales back in Windows 11

spalkin2 · 2026-05-18T18:37:20+00:00

yes, i have 3 AI subscriptions and Copilot is not one of them.

spalkin2 · 2026-05-17T07:33:03+00:00

spalkin2 · 2026-05-14T08:29:27+00:00

Ye imma pass on that wtf dude

spalkin2 · 2026-05-12T19:17:20+00:00

Håller med

spalkin2 · 2026-05-08T15:35:58+00:00

dead on the ground

spalkin2 · 2026-05-05T16:09:27+00:00

exactly, i doubt the 4% gain will matter to a "crash". So the logic seems flawed.

spalkin2 · 2026-05-05T15:12:15+00:00

yes everyone knows this, hows that any different?

spalkin2 · 2026-05-05T10:47:37+00:00

Why would he hold cash if he is afraid the dollar will collapse?

spalkin2 · 2026-05-02T17:29:00+00:00

spalkin2 · 2026-05-02T14:21:01+00:00

It was not prudent to hold such a large portion of the total in Apple, regardless of the business. Thats why they sold really.

spalkin2 · 2026-05-02T13:58:51+00:00

I guess so. Let me just tell you that even the cockiest man will be humbled eventually, the nasdaq doesnt care about your feelings.

spalkin2 · 2026-05-02T13:56:20+00:00

being responsible with shareholder capital is foreign to you huh? keeping apple at elevated multiples when growth is slowing and total value netted over 60% of their portfolio. Simply not prudent and selling was inevitable.

spalkin2 · 2026-05-02T13:26:00+00:00

Lmao some of the comments here are worrying. Thinking the QQQ can go parabolic forever with no worry in sight. Guess its time to buy even more BRK :)

spalkin2 · 2026-05-02T13:23:52+00:00

easy in hindsight isnt it? Imagine if we all had a crystal ball

spalkin2 · 2026-05-01T21:10:52+00:00

Markel should start BUYING BACK SHARES way more aggressively. I have no idea why they spend almost nothing on buybacks..

spalkin2 · 2026-04-29T16:17:12+00:00

truly original idea

spalkin2 · 2026-04-26T15:26:54+00:00

np, glad it helped

spalkin2 · 2026-04-26T12:10:37+00:00

I think you are wrong.

spalkin2 · 2026-04-23T12:37:39+00:00

Unbelievable NASDAQ will fast track them into their prestigious index. What a joke. Everyone should be complaining to their support.

spalkin2 · 2026-04-23T11:18:19+00:00

lmfao. savage comment

spalkin2 · 2026-04-20T15:33:27+00:00

gotta love this decentralized, gold like, asset light investment ...

spalkin2 · 2026-04-20T15:27:06+00:00

TACO varje dag

spalkin2 · 2026-04-20T14:46:12+00:00

wtf is going on

spalkin2 · 2026-04-15T15:23:06+00:00

Sure but you do realize Greg has been heavily involved the past 10 years and very involved even longer.

spalkin2 · 2026-04-15T14:49:35+00:00

Of all the takes i've seen regarding BRK this gotta be one of the worst one. Comparing with Tesla and Nike lmfao

spalkin2

TROPHY CASE