Collectively, Alphabet (Google), Amazon, Microsoft, and Nvidia already own approximately 25 - 35% of OpenAI and Anthropic respectively. They already are a part of your portfolio.

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bob1029 an hour ago | parent [-]

This kind of indirect exposure might look good on paper but it's never even remotely a linear mapping in practice. Holding the underlying directly is the best bet if you want to minimize the possibility of getting screwed over by external factors while maximizing your practical exposure. It really sucks to be right and still get punished for it because Xbox or windows shit the bed last quarter.

	▲	throwaway-away 28 minutes ago \| parent [-]
		Agreed. The mere "mass" of these companies dampen any movement that the underlying asset has. I mean, in a earning call it might just be a line item in the "Others" section. And even if they made/lost billions it is a small % of the quarterly profits of such companies.