这段视频总结了近期一些知名投资者（“超级投资者”）的动向，这些信息来自他们的13F申报文件、对谷歌CEO的访谈以及一个幽默的“每周失败案例”。 第一部分分析了比尔·阿克曼、迈克尔·伯里、AKO Capital、克里斯托弗·布卢姆斯特兰、德夫·坎蒂萨里亚（Valley Forge Capital Management）、沃伦·巴菲特（伯克希尔·哈撒韦）、克里斯·霍恩（TCI Fund Management）和特里·史密斯报告的投资组合变动。 阿克曼因为购入了Uber的大量股份而登上新闻头条，他的投资逻辑是Uber估值较低且具有强大的网络效应。他还将他在耐克的普通股头寸转换为深度价内看涨期权，实际上是加倍了他对耐克复苏的乐观预期，而其他人则不准确地报道说他已经出售了耐克股票。他还略微减少了其在希尔顿全球的持股，增持了布鲁克菲尔德公司，进行了GOOGL到GOOG的税务交换，并减少了Chipotle的持股。 他还减少了在赫兹全球和加拿大太平洋的持股。 迈克尔·伯里的13F申报文件被认为意义不大，因为其投资组合变动频繁。这次，他似乎出售了几乎所有的持股，并买入了雅诗兰黛（S.D. Lauder）的新头寸。 AKO Capital对Flutter Entertainment（一家体育博彩公司）进行了重大新投资，这在他们的投资组合中占据了很大的比例。为了筹集资金，他们削减了宝洁的持股，并退出了华纳音乐集团和MSCI。他们还增加了规模较小的Salesforce头寸，并增持了穆迪公司。 克里斯托弗·布卢姆斯特兰继续增持达乐公司（Dollar General），尽管其表现不佳，这反映了他逆向价值投资的方法。他还增持了派拉蒙。伯克希尔·哈撒韦（Berkshire Hathaway）占据了他投资组合的很大一部分，正在拯救整个投资组合。较小的头寸表现落后。 德夫·坎蒂萨里亚的持股相对没有变化，只是小幅减少了Intuit和FICO的持股，这很可能是由于赎回造成的。他可能担心人工智能对Intuit等软件公司可能产生的影响，因此将这部分头寸减小。 沃伦·巴菲特（伯克希尔·哈撒韦）进行了小幅调整，增加了星座品牌、Pool Corp、达美乐披萨和天狼星XM的小额头寸。他们减少了对美国银行的投资。 克里斯·霍恩增持了微软的头寸，这与他投资优质复利公司的策略相符。他略微减少了谷歌的头寸，反映了投资者对谷歌前景的看法存在分歧。 特里·史密斯卖出了百事可乐，并减少了Meta的持股。他增持了Zodis，一家动物保健公司。他还略微减少了微软的持股。 谷歌CEO桑达尔·皮查伊出现在All-In播客节目中，并回答了有关谷歌面临来自OpenAI的ChatGPT和其他人工智能计划的竞争压力的棘手问题。皮查伊认为，谷歌正在拥抱人工智能，通过AI Overviews和AI模式将其整合到搜索引擎中。他强调，人工智能代表着扩展人们获取信息方式的更广泛的机会，而不仅仅是取代现有的搜索方法。他认为他们拥有独特的优势来解决所有困难的业务并使其盈利。他针对与人工智能搜索相关的更高成本的担忧表示，他们已经以与传统搜索相同的速率实现了查询的货币化。 最后，“每周失败案例”部分幽默地突出了《金融时报》的一位编辑对Sam Altman在一个简短烹饪视频中选择橄榄油的批评。作者批评Altman使用“细雨”橄榄油进行烹饪是对“园艺的冒犯”和浪费的经济决策，因为更便宜的替代品会产生相同的结果。

This video summarizes recent activity of prominent investors ("super investors") revealed through their 13F filings, an interview with Google's CEO, and a humorous "fail of the week." The first portion analyzes the portfolio changes reported by Bill Ackman, Michael Burry, AKO Capital, Christopher Bloomstrand, Dev Cantissaria (Valley Forge Capital Management), Warren Buffett (Berkshire Hathaway), Chris Hohn (TCI Fund Management), and Terry Smith. Ackman made headlines by purchasing a significant stake in Uber, based on a thesis of low valuation and strong network effects. He also converted his Nike common equity position into deep in-the-money call options, effectively doubling down on his bullish outlook for Nike's turnaround, while others inaccurately reported that he sold. He also slightly reduced his holding in Hilton Worldwide, added to Brookfield Corporation, did a tax swap of GOOGL to GOOG and reduced Chipotle. He also reduced his holdings in Hertz Global and Candian Pacific. Michael Burry's 13F filings are considered less meaningful due to frequent portfolio changes. This time, he appears to have sold off almost all his holdings and bought a new position in S.D. Lauder. AKO Capital made a significant new investment in Flutter Entertainment, a sports betting company, representing a large position in their portfolio. To fund this, they trimmed Procter & Gamble and exited Warner Music Group and MSCI. They also added a smaller position in Salesforce and added to Moody's Corp. Christopher Bloomstrand continued adding to Dollar General despite its poor performance, reflecting his contrarian value investing approach. He also added to Paramount. Berkshire Hathaway, a substantial portion of his portfolio, is saving the portfolio. The smaller positions lag behind it. Dev Cantissaria's holdings were relatively unchanged, with small reductions in Intuit and FICO, most likely due to redemptions. He may be concerned about the potential impact of AI on software companies like Intuit, making this a smaller position. Warren Buffett (Berkshire Hathaway) made minor adjustments, adding small positions in Constellation Brands, Pool Corp, Domino's Pizza, and Sirius XM. They reduced their position in Bank of America. Chris Hohn increased his Microsoft position, in alignment with his quality compounder investment strategy. He slightly reduced his Google position, reflecting the divided investor opinion on Google's position. Terry Smith sold out of Pepsi and reduced Meta. He added to Zodis, an animal healthcare company. He also slightly reduced his Microsoft position. The Google CEO Sundar Pichai appeared on the All-In podcast and answered tough questions regarding the competitive pressures Google faces from OpenAI's ChatGPT and other AI initiatives. Pichai argued that Google is embracing AI, integrating it into its search engine with AI Overviews and AI mode. He emphasized that AI represents a broader opportunity to expand how people consume information, rather than simply replacing existing search methods. He believes they are uniquely positioned to figure out all the difficult businesses and make them profitable. He addressed concerns about the higher costs associated with AI searches by stating that they've already monetized the queries at the same rate as legacy searches. Finally, the "fail of the week" segment humorously highlighted a Financial Times editor's critique of Sam Altman's olive oil choice in a short cooking video. The author criticized Altman's use of "drizzle" olive oil for cooking as an "offense to horticulture" and a wasteful economic decision, given that cheaper alternatives would yield the same result.