With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is already a highly profitable business. Anthropic has impressed me personally after rolling out Claude across my organization, it quickly became a tool I use every day. And OpenAI remains one of the most important players in the space. The reality is nobody knows how this race will play out once these companies are public. That’s why I’d rather own all of them on a diversified basis instead of trying to pre
With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is already a highly profitable business. Anthropic has impressed me personally after rolling out Claude across my organization, it quickly became a tool I use every day. And OpenAI remains one of the most important players in the space. The reality is nobody knows how this race will play out once these companies are public. That’s why I’d rather own all of them on a diversified basis instead of trying to predict a winner. When a sector is moving this fast, the smarter bet is often on the entire trend, not a single stock. ♬ original sound - Mr. Wonderful
