Do not look at buffet with this idea " used to shun technology companies because of the danger of becoming obsolete". He is a crane looking for a fish in big bond, waits for an opportunity !
Think about this situation. When you plan to buy a real estate in bay area, how many days you do math, mental math and how many permutations/combinations you think whether it is good buy and whether that makes you grow…etc?
We Struggle a lot to make a decision for a 1 M property.
With 12 Billion investments, at the age of 87, how much research he and his team would have carried before coming to final decision. I trust this process and his track record, his proven way of investing.