# The Greg Abel Era at Berkshire

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/the-greg-abel-era-at-berkshire
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/the-greg-abel-era-at-berkshire.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-05-12T12:32:07+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/58a483dc-c66c-4e10-8403-ccdda4bec22a/episode.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/the-greg-abel-era-at-berkshire
Duration seconds: 2494

## Resource

Recorded on: May 6, 2026  This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett. 0:00- Introduction 2:14- High valuations for AI-adjacent names 11:48- Google’s AI update 21:15- Apple’s strong results 24:49- Greg Abel at the Berkshire AGM 28:53- Berkshire’s capital allocation changes

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/the-greg-abel-era-at-berkshire/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/the-greg-abel-era-at-berkshire.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.