Reading this sounds to me like buffet will be investing in Microsoft in the long term. He has learnt ibm and oracle don't have a clue and praises Aws to keep the Microsoft price down until he is ready to buy.
He knows what he's doing but unlike most investors, he has to justify his decisions to fans just like a celebrity. Think he's using that need to lay the ground for his next cloud adventure.
Biting the hand that feeds IT
