Here at Early Street, we look for moments when technology and strategy collide. 

This week, that collision came from two forces: Google’s launch of its new Gemini 3 AI model and Berkshire Hathaway’s recently disclosed $4.3 billion stake in Alphabet.

That’s not coincidence. 

It’s a sign of convergence between AI innovation and long-term value investing.

Google calls Gemini 3 its most capable model yet, improving on reasoning, multimodal comprehension, and real-time interaction across text, image, video, and code. 

It’s already embedded in Search and rolling into enterprise platforms like Vertex AI and Gemini for Workspace.

This isn’t incremental. It’s Alphabet fully commercializing AI across its ecosystem. 

Gemini 3 transforms AI from a research story into a business engine, one that could reshape how we search, collaborate, and code.

For investors, that means Google is no longer just a search giant; it’s now positioned as a core infrastructure company for the AI era.

Berkshire Hathaway’s 13F filing revealed a stake of roughly 17.85 million Alphabet shares worth about $4.3 billion as of September 30.

That’s rare territory for Buffett’s firm, which famously avoided high-growth tech (aside from Apple). 

But with Buffett stepping back and investment deputies Todd Combs and Ted Weschler taking the reins, Berkshire’s new playbook is emerging.

And its timing couldn’t be better. 

Alphabet’s AI strategy is maturing, Gemini 3 is rolling out, and value investors are recognizing that “AI” isn’t just hype anymore. 

It’s cash flow, margins, and moat expansion.

For long-term investors, Berkshire’s move signals more than confidence in Google. It signals a shift in the definition of “value.” 

When traditional capital flows into AI leaders, it validates that the next wave of wealth creation isn’t in speculation, it’s in infrastructure.

Alphabet is one of the few companies building that infrastructure at scale. 

Between its global data centers, search dominance, and cloud AI integrations, it’s shaping how AI becomes woven into daily life.

That’s why we’re watching closely. 

The Gemini 3 rollout could mark the start of Alphabet’s next growth cycle, one powered as much by AI agents as by advertising.

The overlap of Berkshire’s investment and Google’s Gemini 3 release is no accident. 

It’s a signal that even the most conservative investors see AI as central to the next decade of growth. 

For those of us investing in the future of AI, this is the moment to pay attention. Not to the hype, but to the execution.