Today’s “Map” tracks the forces shaping tech, money, and global power on Monday, November 17th.

We start with a rare move: Warren Buffett’s Berkshire Hathaway quietly taking a $4.9B stake in Alphabet — one of the most surprising bets of his career, and a clear signal about where long-term AI value is concentrating.

Meanwhile, Peter Thiel just sold his entire stake in Nvidia (~$100M). For a man who’s made a career out of contrarian timing, this exit raises the question: what does he see (or not see) in AI’s hardware boom?

I also recap a discussion I moderated with consular officials and regulators from across Asia, where the loudest concern wasn’t about safety or innovation — it was about AI’s failure to work in languages other than English. Meta is now pushing its new Omnilingual ASR model, supporting 1,600+ languages, to become a global “voice layer.” Whether it actually works is an open question.

And then there’s Moscow’s big humanoid robot debut — where the machine walked onstage looking drunk, staggered around, and face-planted so hard its panels came off. It’s funny, but it’s also a reality check: the dream of a general-purpose home robot is still nowhere near ready.

Finally, we look ahead: Saudi Crown Prince Mohammed bin Salman is visiting the White House with a massive investment and technology package — including AI access and a civilian nuclear deal — at the exact moment AI energy demand is exploding past U.S. grid capacity.

The throughline:

AI money — not AI models — is steering the world right now. A third of U.S. GDP growth last year came from AI infrastructure spending, and this week’s Nvidia earnings call will reveal where the next wave is headed.

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