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The Insights

Exploring the intersection of high-performance architecture, digital strategy, and modular design.

Brutalist 4-stat callout grid: 90.04% Google global market share, 44.9% US desktop click share rising, 9% paid click growth 19-quarter high, 6.6B Berkshire Alphabet stake tripled in Q1 2026
Ref_317 2026.05.29

The Data Disagrees With the ‘Google Is Dying’ Narrative

Every earnings call, every LinkedIn thread, every tech-media headline tells the same story: AI is eating Google’s lunch. The actual numbers say something different. Berkshire Hathaway’s Q1 2026 13F filing showed the firm tripled its Alphabet stake to roughly $16.6 billion, making Google the firm’s fifth-largest holding (IBTimes, 2026). It was the first quarterly disclosure […]
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