Anthropic is the stock market.

Look at some of its largest investors:
Alphabet
Amazon
NVIDIA
Microsoft
Blackstone
Salesforce
Cisco
Qualcomm
Intuit
BlackRock
Goldman Sachs
JPMorgan Chase
Morgan Stanley

What do they have in common?

They are some of the largest companies in the American stock market.

Together, they represent roughly 28% of the S&P 500’s market cap!

And many of them have large exposures.

Alphabet has committed up to $40B.
Amazon has committed up to $33B.
NVIDIA and Microsoft have also made multi-billion-dollar commitments.

Whatever happens to Anthropic, happens to the market.

And needless to say,
the same logic applies to OpenAI and many other AI ventures.

So yes, we should all pray that AI will finally deliver.

Not only because the technology is exciting.

But because half of our portfolios are already betting on it. 😅