If OpenAI, Anthropic and SpaceX All List, How Should Capital Be Split?
OpenAI: generative AI platform
Anthropic: enterprise AI and AI safety
SpaceX: space infrastructure and satellite internet
Large funds can usually own multiple companies in the same sector. But capital, position size and risk budgets are not unlimited.
As an attention-allocation framework, not investment advice, one possible split is:
SpaceX: 45%
OpenAI: 35%
Anthropic: 20%
The key is not guessing which IPO pops first. It is reading the public S-1 filings for revenue quality, compute cost, cash burn, governance and path to profitability.
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