[twalla]

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

[re-thc]

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]

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

[re-thc]

> 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]

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

[cmiles8]

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

[yytt32]

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