Uploaded March 2026 | Updated September 2026, 2 weeks ago
Chris Davis joins us for a thoughtful conversation on how a value investor approaches AI in a hype-heavy market. As a board member of Berkshire Hathaway and Coca-Cola, he brings a long-term perspective shaped by businesses built to endure. Expect a grounded discussion on where AI improves real economics, how to avoid overpaying for optimism, and what discipline looks like in a fast-moving cycle.
Chris Davis joins us for a thoughtful conversation on how a value investor approaches AI in a hype-heavy market. As a board member of Berkshire Hathaway and Coca-Cola, he brings a long-term perspective shaped by businesses built to endure. Expect a grounded discussion on where AI improves real economics, how to avoid overpaying for optimism, and what discipline looks like in a fast-moving cycle.
