The Real Reason Warren Buffett Bought Google | A Google AI Lesson
The Real Reason Warren Buffett Bought Google | A Google AI Lesson
The real reason Warren Buffett bought Google (The AI war is over) Warren Buffett has decided the final winner of the AI war Why the investing legend bet 6 trillion won on Google after 20 years
'The Oracle of Omaha,' Warren Buffett, has finally made his move. He, who had long avoided tech stocks, has purchased 6 trillion won worth of Google stock amidst the AI bubble controversy. This isn't just an investment; it's his clear declaration on who the final winner of the AI war is. From the perspective of an AI startup PM, I will perfectly break down the three decisive reasons why Warren Buffett broke 20 years of regret to choose Google, and what this signifies about the future of the AI market.
Timeline 0:00 Warren Buffett Bets 6 Trillion on Google 1:05 20 Years of Regret: "I was an idiot" 2:10 Reason 1: Overwhelming Data Monopoly 2:30 Reason 2: A 'Capital-Light' Revenue Model 3:45 Reason 3: AI Investment is a 'Moat,' Not a 'Cost' 4:00 Conclusion: Buffett Becomes the Lighthouse in the AI War
Warren Buffett has broken 20 years of silence and bet 6 trillion won on Google. This is a signal that the winner of the AI war has been decided. Find out the chilling reasons he chose Google in the full video. #WarrenBuffett #Google #AIWar
Yesterday, big news broke that shook the entire AI industry and investment market. The news is that Berkshire Hathaway, led by the 'Oracle of Omaha,' Warren Buffett, has purchased a whopping $4.3 billion worth of Google stock, which is 6 trillion in our Korean won.
Why is this so shocking? Because Warren Buffett is the most conservative investor in the world, one who has avoided 'tech stocks' his entire life. He is famous for never investing in a business he doesn't fully understand.
So why, amidst the current AI bubble controversy, did he of all companies bet on 'Google'?
Honestly, when I heard this news, I was surprised, but at the same time, I thought, 'what was bound to happen has finally happened.' This is because I've always believed that Google would be the ultimate winner of the AI era. In today's video, I'll get to the heart of why Warren Buffett broke 20 years of regret to choose Google and what this tells us about the future of the AI market.
First, 20 Years of Regret: "I was an idiot"
At a 2017 shareholders' meeting, Warren Buffett said this: "I regret not investing in Google. I was an idiot."
He had long known the power of Google's business. He said that after seeing the insurance company GEICO pay Google $10 or $11 for a single ad click, he thought, "A business that earns $10 per click with no cost? That's a really good business."
But he didn't invest. Why? "Because I didn't understand the technology well," he couldn't be certain it was a company that would survive the competition to the end.
But now, in 2025, he has finally pulled the trigger. This means Buffett has now 'fully understood' Google's AI technology and business model and is 'convinced' of its future monopolistic position.
Second, why did Buffett choose Google 'now'?
Buffett's investment is not a simple tech stock purchase. It reveals his insight into the very nature of the AI market.
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Overwhelming Data Monopoly: This is a point I have always emphasized. The real weapon in the AI war is not the model or the algorithm, but 'data.' And Google is the largest data empire on this planet. Search, YouTube, Android, Gmail, Google Maps... we live within Google's data territory for all of our waking hours. While other AI models train on publicly available data from the web, Google trains its AI directly and exclusively on our most private, personal data. If Google decided to shut off this data pipeline, other AIs would simply starve.
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A 'Capital-Light' Revenue Model: Buffett dislikes businesses that require continuous, massive capital expenditures. He believes a business that has to keep building factories even as it makes money isn't really making money. Google's core search advertising business is a perfect example of the 'cash cow' model that Buffett adores, generating enormous cash flow on a pre-built system with minimal additional costs.
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Judging AI Investment as a 'Moat,' Not a 'Cost': Astronomical sums of money are poured into AI infrastructure. Many investors see this as a 'cost' and grow anxious. But Buffett saw it differently. He concluded that this massive investment isn't a cost, but the act of digging a powerful 'economic moat' that competitors cannot hope to cross. In essence, he has acknowledged that the AI era will be a 'winner-take-all' market dominated by companies with immense capital.
Conclusion: In the Fog of the AI War, Buffett Becomes a Lighthouse
As ChatGPT basks in the glamorous spotlight and countless AI startups emerge and vanish, we've been navigating a thick fog, constantly asking, 'Who will be the true winner?'
Today, Warren Buffett has lit a lighthouse in that fog. And that lighthouse is 'Google.'
His investment sends us a clear message: The winner of the AI era won't simply be the company that builds a smarter model. It will be the company that monopolizes the most vast data, possesses the most powerful cash-generating ability, and uses that cash to build a technological moat that no one can overcome.
Of course, nothing is 100% certain in the world of investing. But when the world's greatest investor reaches a conclusion after 20 years of deliberation, we must consider its direction with great weight.
What do you think about Warren Buffett's latest choice? Please leave your insightful comments below.
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Originally published on YouTube: 11/17/2025