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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 s
by re-thc 5mo 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.
- 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