구글의 400억 달러 안트로픽 투자, 주가 400달러 시대의 신호? 🤖

They are investing in a company that is spending a huge amount of money on Google compute hosting.

Yes absolutely. 400 incoming.

As someone being balls deep in Google, I wouldn't mind $400/share

so thats 5% of Anthropic, not sure how hard that boosts goog value

I believe there will only be a few, true winners in the AI race; 2-3, maybe 4? In other words, only a few will be able to justify current capex for AI buildout. I do believe they have what it takes to emerge as the de facto victor, assuming there is one. So yes, Goog is my first pick, with Meta & Amz behind them.

google playing both sides by backing Anthropic while building gemini is a genius way to make sure they win the AI race no matter what. It is wild to think about the massive gains they will see once their stakes in SpaceX and Anthropic finally hit the public market. I rely on trylattice to keep track of these huge bets because it scans stock filings and simplifies how these side investments actually affect the stock price.

Have GOOG in my portfolio, but I'd rather bet on META and AMZN to perform better as an investment in the coming years. AMZN - Revenue is by far the largest out of the MAG7, nearly twice of that of GOOG. The only reason their margin is so low is because of the retail segment, which is by far the largest in share of revenue generated. With robots being deployed at a mass scale (over 1,000,000!), and even more coming online, I expect their margin to decompress, unlocking significant potential by laying off a large portion of their 1.3 million workers and replacing them with robots who can run for twice as long, don't need breaks, don't need to be paid, etc. Also is Anthropic's major shareholder and primary cloud provider. META - Market cap is roughly one-third of GOOG, have a extremely powerful stream of revenue as in their FoA. Factor in that they have a user base of more than 3.5 billion people, which is the largest in the world. Also recently overtook GOOG as the largest ad business thanks to AI algorithm targeting and have a bright future ahead with the wearables market. Reality Labs is a liability as of right now, though I trust in Zuck to pull something off.

No