3 ms·
Indirect exposure is just a completely different beast than direct exposure. It’s a different level of risk altogether
by dgellow 6mo ago
Indirect exposure is just a completely different beast than direct exposure. It’s a different level of risk altogether
- re-thc 6mo 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 6mo 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