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Buffett's Berkshire: Apple's AI Lag?
14 Dec, 2025
Summary
- Berkshire Hathaway, led by Warren Buffett, has significantly increased tech stock investments.
- Apple's new AI features are limited to newer devices and run in the background.
- Company culture and in-house development preference may explain Apple's slower AI progress.
Berkshire Hathaway, long a holdout on tech stocks, now counts Apple and Alphabet among its significant equity holdings, placing it at the forefront of the AI revolution. Apple's recent announcement of "Apple Intelligence," a suite of AI-enhanced features, has been met with a cautious rollout, with the technology primarily operating in the background on newer devices.
Despite its considerable resources, Apple's AI development is perceived as lagging, lacking a standout AI-driven application. Factors like potential executive turnover and a preference for in-house development and ecosystem stability are cited as reasons for this measured approach.
This cautious strategy contrasts with the rapid advancements in AI elsewhere. While Apple focuses on device and service integration, its AI initiatives, including a promised overhaul of Siri, are yet to fully materialize, leading to questions about its long-term AI strategy.
