Buying Alphabet stock is the preferred strategy for AI exposure due to its ownership of Anthropic and SpaceX stakes.

It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.

They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.

You have "Gemini" at Alphabet. Gemini excels simply because it exists, and it has been incorporated into many of their different products. But the fourth installment of "Gemini" is still waiting its turn behind the scenes.

Incidentally, the interesting thing I found with Muse, and I feel the same way about ChatGPT and Cloud, is that the links that Muse made, every single link I made with Muse, is to an Alphabet product.

Therefore, Alphabet should be at the forefront here.

Yes, there is definitely a lot of money out there, but I always come back to the fact that you have Meta and Google, and if they suddenly start taking things more seriously, they have enough money to offer things for free.

Anything you can do, we can do, and we offer it for free because we have an ecosystem. We have a platform where we own all of that. That's something I don't think other companies really possess at the moment.

I would say that the easiest solution in both cases, by the way, is simply to buy shares in other major technology companies. Alphabet in particular owns about 10% of Anthropic.

but they're using Alphabet's infrastructure. Alphabet should be able to do what Anthropic does, but they can't , or apparently can't at this stage.

But seriously, the easiest option is to own Alphabet shares, which is the only stock I own in this field, because you get exposure to all these companies, and when this IPO happens, they will make a profitable quarter because it is recorded on their books at the higher price.

Um, and in addition , I think Google still owns its stake in SpaceX, so yes. This is also very worthwhile. So, all roads lead to Google, and that's the easy conclusion here.

I am exactly like you . I would buy shares in Google,