No. of Recommendations: 1
"Using your percentages, which I also didn't verify but have no reason to disbelieve, that would make Alphabet's shares worth:
SpaceX $14bn
Anthropic $49bn
Waymo $101bn
Total $164bn."
I still get out of bed for $164 billion. Well, it depends who is in it.
As a very long time Berkshire holder, I find many of us track our holdings. That $164b or so is about equal to Berkshire's holdings of Apple, Amex and BAC and 1/3 of Coke.
Material IMO.
Granted, the Vals may be inflated or not. Time will tell. I'm most bullish on Waymo.
