3 ms·
There is indirect exposure to Anthropic/OpenAI through all the incestuous partnerships between hyperscalers and NVDA
by twalla 5mo ago
There is indirect exposure to Anthropic/OpenAI through all the incestuous partnerships between hyperscalers and NVDA
- re-thc 5mo agoExactly. 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.
- dgellow 5mo agoIndirect exposure is just a completely different beast than direct exposure. It’s a different level of risk altogether
- re-thc 5mo 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%.
- dgellow 5mo agoHmm, 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
- cmiles8 5mo agoTrue, but that’s tiny relative to these companies going public themselves. Totally different ballgames
- yytt32 5mo agolol don’t compare private market pricing where the line only goes up and to the right.