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0 pointstwalla6d ago0 comments

There is indirect exposure to Anthropic/OpenAI through all the incestuous partnerships between hyperscalers and NVDA

0 comments

re-thc6d ago

Exactly. Google has SpaceX stock.

To make matters worse all the banks, insurers and investment firms in that S&P list are likely in there somewhere too.

I'm sure I'm missing a whole lot more.

dgellow6d ago

Indirect exposure is just a completely different beast than direct exposure. It’s a different level of risk altogether

re-thc6d ago

> It’s a different level of risk altogether

In this case, really? Between Nvidia, Microsoft, AMD, Amazon and everyone else in that S&P 500 there's not >50% of OpenAI already? It's not that indirect.

Microsoft alone is 27%.

dgellow6d ago

Hmm, actually I would be interested to get actual number regarding the exposure to OpenAI and Anthropic in S&Py you might be right, completely possible that I underestimated

cmiles86d ago

True, but that’s tiny relative to these companies going public themselves. Totally different ballgames

yytt326d ago

lol don’t compare private market pricing where the line only goes up and to the right.

j / k navigate · click thread line to collapse

0 comments

re-thc6d ago

Exactly. Google has SpaceX stock.

To make matters worse all the banks, insurers and investment firms in that S&P list are likely in there somewhere too.

I'm sure I'm missing a whole lot more.

dgellow6d ago

Indirect exposure is just a completely different beast than direct exposure. It’s a different level of risk altogether

re-thc6d ago

> It’s a different level of risk altogether

In this case, really? Between Nvidia, Microsoft, AMD, Amazon and everyone else in that S&P 500 there's not >50% of OpenAI already? It's not that indirect.

Microsoft alone is 27%.

dgellow6d ago

Hmm, actually I would be interested to get actual number regarding the exposure to OpenAI and Anthropic in S&Py you might be right, completely possible that I underestimated

cmiles86d ago

True, but that’s tiny relative to these companies going public themselves. Totally different ballgames

yytt326d ago

lol don’t compare private market pricing where the line only goes up and to the right.

j / k navigate · click thread line to collapse