Stocks, Teens, Infrastructure

Alright, alright, alright. Peter Saddington here. This weekend, I was wrestling with something. Not code, not capital stacks, but Warren Buffett. Or, more precisely, the ghost of Warren Buffett, because, let's be real, Berkshire Hathaway is making AI plays now that the Oracle of Omaha is... unavailable. And that got me thinking: what does *this* Warren Buffett bet mean for *you*, sitting there watching this? It is NOT what you think.

First story. Motley Fool breathlessly reports "1 Unstoppable Artificial Intelligence (AI) Stock That Berkshire Hathaway Bought When Warren Buffett Was Still CEO." The company in question? Snowflake. Yes, THAT Snowflake -- the cloud-based data warehousing company. Now, the initial reaction is: Buffett, AI, MUST BUY NOW. But let's rewind the tape a bit. Buffett's investment predates the current AI hysteria. He liked the company's fundamentals -- the ability to manage VAST amounts of data. The key is the data, the infrastructure, the enablement. Now, Snowflake *can* be used to train AI models. Their cloud services allow companies to store and process massive datasets required for machine learning. Snowflake also provides tools and services for data sharing and collaboration, which are beneficial for AI development. It's a foundational layer, an arms dealer in the AI gold rush, providing picks and shovels to pretty much anyone. But here's the thing: this is not about *building* AI. This is about *powering* it. And that distinction, my friends, is EVERYTHING.

Here's what I find fascinating about this. The market is treating Snowflake as an AI play, driving up its valuation. But Buffett, being Buffett, was playing a different game. He was thinking, "Data is the new oil," and Snowflake controlled the pipelines. This is the chess move two steps ahead. (The autistic humor I am known for.) So, the real question becomes: what happens when EVERYONE has access to the same data pipelines? What happens when the cost of compute drops to near zero? Data lakes become data puddles. The moat Buffett saw... evaporates.

So why does this matter for *you*? Because it is a lesson in hype cycles. The market is frothy on AI. Everyone wants in. But the smart money isn't chasing the shiny object. It is building the infrastructure, the platforms, the underlying systems that support the entire ecosystem. However, even these infrastructural plays are, IMHO, temporary. It matters for you, because it reveals a simple truth: ride the wave of the hype, but invest where the real power is generated -- at least, until that power source becomes as ubiquitous as electrical sockets in 2026.

Takeaway? Think infrastructure, not applications. Think foundational, not flashy. Think Warren Buffett before *he* thought AI.

Second story -- and this one, honestly, keeps me up at night. The New York Post ran an "Exclusive" about "teen tycoons powering AI start-ups — and making bank off them." Teenagers. Building. AI. Companies. Let that sink in for a minute. These are not your average coding prodigies hacking together cool apps. These are GEN Z entrepreneurs leveraging no-code AI tools to create businesses, raise funding, and disrupt industries. They are using pre-trained models, APIs, and drag-and-drop interfaces to build sophisticated AI applications without needing deep technical expertise. This is not about years of studying neural networks. This is about understanding user needs and applying AI tools to solve problems.

What does it actually mean when 16-year-olds can build AI companies that compete with seasoned engineers? It means BASIC to ADVANCED human effort is no longer required. A vast number of humans, probably a majority, are not people. Let me clarify that devastating one-liner. I'm referring to the simulation theory -- NPC's are non-player characters.

This worries me, honestly. The barrier to entry for AI development is collapsing (organic or inorganic). The implications are profound. Jobs that once required years of training are now accessible to anyone with a laptop and an internet connection. The speed of innovation will accelerate exponentially. But what happens to the millions of people who spent years honing their skills, only to find themselves outpaced by teenagers wielding pre-built AI tools? I do not like where this is going.

Why does this matter to *you*? Because it is a taste of the future. A future where skills are commoditized, where experience is devalued, and where the ability to adapt and learn is the only true competitive advantage. A future where entrepreneurship (or simulated entrepreneurship) is available to anyone with a pulse. What happens to college? What happens to graduate programs? What happens to the very IDEA of careers? This is not about technology replacing jobs. This is about technology redefining what it means to be *productive*.

So, what is the takeaway? Stay curious. Stay adaptable. Embrace lifelong learning. Because the skills you have today may be obsolete tomorrow. And the teenager next door may be your future boss. You're either an early adopter or late to adapt, and I am not going to pretend you will be happy with the alternative.

A couple more things worth knowing about...

Yahoo Finance reports on "The Artificial Intelligence (AI) Infrastructure Stock That Hyperscalers Are Fighting Over for 2026." This story is about the competition for AI infrastructure. Everyone wants a piece of the pie. What happens when hyperscalers compete for a singular resource? Resources dwindle. So the real question is: will the infrastructure be available, or will it buckle under the weight of its own ambition?

Finally, there is growing concern, apparently, about how artificial intelligence could be used by the US military (facebook.com, of all places). Well, DUH. The military has always been at the forefront of technological innovation (for better or worse). AI will be no different. The only surprise here is that people are *just now* realizing this. What happens when the very tools developed to improve human lives are instead turned to the purpose of ending them? Basic to advanced human effort is no longer required.

These stories, taken together, paint a complex picture of the AI landscape. We see the hype, the infrastructure race, the democratization of AI development, and the potential for misuse. Warren Buffett's bet on Snowflake is not about AI. The rise of teen AI tycoons is not about technology. The military's interest in AI is not about defense. This is all about power -- who has it, how they get it, and what they do with it.

But here's the thing: Power does not always corrupt. Power enables possibility. A machine working forever. A corpus of machines resourcing forever. A system self-actualizing forever. If we focus on the potential for good, if we prioritize human flourishing, if we ensure that AI is used to empower individuals and solve global challenges, we can create a future where everyone benefits. It will require hard work, vigilance, and a willingness to challenge the status quo. But it is possible. The final beat is always hope, action, or possibility.

Comment below about which of these stories made you think the most. Did it change the way you're looking at the AI landscape? Be sure to like and subscribe for more deep dives into the world of artificial intelligence.