$Alphabet(GOOG)$ I think Sam Altman is dragging his feet on the OpenAI IPO, which gives Anthropic a pertinent advantage if it goes public first. The benefits for companies like Google and Amazon that hold ownership in Anthropic would greatly increase. I hope my gut feeling is right, and in the meantime, I'm loading more shares of both GOOG and AMZN. The market has been acting like all the mega-cap techs are meme stocks dependent on the sector flavor of the day.
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