MungerWunger

Probably in the low 30x if you back out their investment gains

Thanks!

hows the buying opportunity now vs. 2 years ago when Muddywaters released their short report?

Is this the first time where new model release didnt tank software? They're also releasing mythos in the next few weeks and that didn't cause a massive sell off lol

CSU barely pumped. SAD! JK, hoping it goes to $ 1500 per share so I can full port it

https://www.reuters.com/business/anthropic-roll-out-claude-mythos-coming-weeks-launches-opus-48-2026-05-28/ few months ago: MYTHOS IS TOO DANGEROUS TO RELEASE now: Anthropic to roll out Claude Mythos in coming weeks, launches Opus 4.8 If mythos were truly a big leap in capabilities, you'd think anthropic would keep it in-house to build much faster than their competitors

https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5 "In a Rapid Response interview released on Saturday, Uber's operations chief, Andrew Macdonald, said it was becoming harder to justify AI costs within the company." "That link is not there yet, right?" he said. "I think maybe implicitly there is more that is getting shipped, but it's very hard to draw a line between one of those stats and, 'Okay, now we're actually producing 25% more useful consumer features.'"

Someone made a Chinese love movie starring the Anthropic CEO using a Chinese AI model. Incredible ...

Wow, first SpaceX and now OpenAI! OpenAI Prepares to File to Go Public in Coming Weeks https://www.nytimes.com/2026/05/20/technology/openai-ipo.html

They liquidated a bunch of their holdings presumably Todd's book. DPZ, HEI.A, V, MA etc.

https://www.wheresyoured.at/where-are-all-the-data-centers/

nibbled in FFH today at $ 2209 CAD

more buybacks!

this is pretty close to what you expected

Added to Lumine. 17x 2025 FCFA2S Likely grows 20%+ in 2026.

Fairfax going mainstream

Anyone know why blackberry stock has gone parabolic?

Well, IGV isn't down depiste a new claude coding model release: https://www.anthropic.com/news/claude-opus-4-7

^ Pretty cool thread discussing Berkshire's best and worst investments in MSR I started getting more serious with running recently and it's pretty cool learning that Berkshire owns a decently sized high performance running shoe company

OpenAI leaked memo: https://www.theverge.com/ai-artificial-intelligence/911118/openai-memo-cro-ai-competition-anthropic

New lows for a bunch of Software names today: Gtlb, Crm, Mndy, Wday, Now, Hubs, Adbe The company said on Tuesday that it was holding back on releasing the new technology but was working with 40 companies to explore how it could prevent cyberattacks. Introducing Claude Mythos: https://archive.ph/7WaeG

https://red.anthropic.com/2026/mythos-preview/ During our testing, we found that Mythos Preview is capable of identifying and then exploiting zero-day vulnerabilities in every major operating system and every major web browser when directed by a user to do so. The vulnerabilities it finds are often subtle or difficult to detect. Many of them are ten or twenty years old, with the oldest we have found so far being a now-patched 27-year-old bug in OpenBSD—an operating system known primarily for its security.