Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the 'Return on Investment' of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss Alphabet’s $80 billion flex, AI supplier whack a mole, and Bitcoin’s Michael Saylor problem. Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host — Travis Hoium; Guests — Lou Whiteman, Tyler Crowe.

Guests: Lou Whiteman,Tyler Crowe

Published: Sat 6 June 2026