If I could only go all-in on one, my pick would be
OpenAI. Generative AI is rapidly becoming the core layer of the digital economy & OpenAI has unmatched scale, distribution & monetization momentum. An IPO wouldn’t just be a listing — it could reshape major index weightings, similar to what Microsoft once did.
SpaceX remains the most visionary long-term bet. Its launch dominance and Starlink’s recurring cash flows make the trillion-dollar valuation plausible, but it’s a capital-intensive, regulation-sensitive play that requires patience and near-flawless execution. The upside is enormous, but so is the complexity.
Anthropic is the strategic dark horse. Backed by Google and Amazon, it offers institutions a credible alternative to OpenAI with potentially better valuation discipline. Still, if forced to choose just one, I’d stick with OpenAI — while wishing I could own all three as part of a diversified AI super-cycle portfolio.
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