It seems obvious that the AI stocks are an interesting buy, but I wonder how other people feel about picking between Anthropic/OpenAI/Google here. Looks all fairly random, given the wild swings and interoperability of the technology so far.

Despite horrific mismanagement, Google honestly seems like the best bet. Argon-4, which suffered from a botched launch and is weirdly underrated, is very close to Opus 5.5 across the board -- and for most "average person" use-cases (e.g. search, medical, creative work, interfacing with Google products,) I believe it's already superior. They also have more native capability, their own hardware stack, and there's less risk of a massive boom and bust.

At this point, I don't see how Anthropic can sustain their projections. There are so many good open models, Argon is so good, etc... There's no lock-in and no cost to switching...

Google is the only one that can withstand a global financial crisis.

OpenAI have an incredibly inconvenient "one billion free users" shackle attached to their leg that they need to fix first.

Google is at least diversified. They have ads, corporate email, video streaming, cloud compute, phone operating system (that powers most of the world's phones), self-driving cars and a whole bunch of shit. So if the AI winter comes, at least they can focus on other stuff too.