This Single Investment Gives Investors Exposure to SpaceX and Anthropic

The article argues Alphabet (GOOG.OQ) offers retail investors indirect exposure to private winners SpaceX and Anthropic via its early stakes (estimated ~6% and ~14%, respectively) and highlights Alphabet’s strong AI positioning — its Gemini model, Google Cloud growth, and custom TPUs (built with Broadcom) as alternatives to Nvidia GPUs. Google Cloud revenue rose 48% year over year in Q4, and Alphabet’s $4.1 trillion market cap plus large venture stakes could fund further AI/data-center investments. The writer views Alphabet as a compelling way to play generative AI and cloud infrastructure, concluding a bullish long-term stance while noting the company may monetize some holdings.