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> 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
by 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