Is the Oracle of Omaha betting on an AI future? In a stunning Q3 shakeup, the Warren Buffett stock portfolio has pivoted: trimming its massive Apple stake to open a multi-billion dollar position in Google (Alphabet). We dive into the numbers to uncover the real reason behind the swap. Is it simply about tax bills and valuation, or does Buffett see a new "moat" forming in the age of Artificial Intelligence? Tune in to find out if you should follow the smart money.

This episode includes AI-generated content.