Squawk Pod Warren Buffett & Berkshire Hathaway’s 2026 Annual Meeting: Part 2 5/3/26
18 snips
May 3, 2026 
Warren Buffett, legendary Berkshire Hathaway leader and value investor, joins Becky Quick to weigh in on markets, speculation, capital allocation, and succession. Dan Sheridan, CEO of Brooks Running, talks consumer trends, rising running participation, and product innovation. They cover Berkshire’s big investments, insurance stance, tech and AI focus, and cultural quirks from Omaha meeting highlights.
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Apple Investment Turned $35B Into $185B
- Buffett recounts buying Apple ten years ago with ~$35 billion and turning it into about $185 billion.
- He highlights handing Apple management the money and not doing anything himself as a vindication of the decision.
Berkshire Becoming A Builder Of Technology
- Greg Abel positions Berkshire as a builder of technology rather than only a buyer.
- He plans to simplify infrastructure, hire engineers, and connect applications to access and use data across businesses.
Insurance Depends On Price And Protective Terms
- Ajit Jain says insurance for ships in the Strait of Hormuz depends on price and terms; Berkshire joined a capacity program but hasn't written deals.
- They want US Navy escorts and underwriting terms before committing.