“Youtube is also a moat. I don't think a similar service could replicated at this point. The business has consistently strong free cash flow as well.”

Amazing deal and vision- Google paid $1.65B (in stock however) for YouTube in 2006 and it is now worth ~$550B with TTM Revenue >$50B, greater than Netflix @ $43.4B.

Btw, saw 3 Waymos one day last week to and from the golf course. I need to order one up thru Uber and check that box soon. Has anyone taken a ride in one yet? Did you prefer it to human driver?

Glad to see GOOGL and it’s owners being rewarded by Mr. Market and now having Berkshire as a (likely) long-term owner.

Wonder how close Warren & Charlie were to a GOOGL purchase in years past? I know BRK has owned Amazon since 2019.

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