Which tech company would you invest in because you believe in its profitable future?
Of course, before making any such decision, you’d need to research a lot of factors, such as the political environment, who runs the company (CEO, CFO, etc.), its past track record, competition in the industry, and so on.
Lately, many tech giants have been moving toward IPOs (because they need funding more than we do), which made me wonder: which companies do you think have real long-term potential on the market and are actually worth investing in?
From what I know, companies like Anthropic, SpaceX, OpenAI, and others are heading in that direction.
Where would you consider investing, and how do you see their future prospects?
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I’d probably bet on Anthropic.
Not necessarily because I think they’ll build the most powerful AI model, but because I think the real long-term value will be in becoming the trusted AI infrastructure for businesses. Enterprise adoption, safety, reliability, and deep workflow integration could create a very strong moat.
SpaceX is fascinating too, but at the right valuation. OpenAI has enormous potential, although I’d want more clarity on governance and the long-term business structure before investing.
The harder question for me is: are the biggest returns still in the AI model companies, or will the real winners be the smaller companies building profitable businesses on top of them?
@burak_emre_taser that last question is the one I keep coming back to too. Running an AI company myself, what I actually watch isn't who has the best model this quarter, it's who owns the distribution and the workflow once a team adopts them, because that's what makes switching costly later. Model quality resets every few months, but a team that's built its whole process around a specific tool doesn't rip it out easily. Not investment advice, just what actually looks defensible from the inside.
@galdayan Exactly. That’s why I’m increasingly interested in the application layer rather than trying to predict which model provider wins. The most defensible companies may be the ones that become so deeply embedded in a specific workflow that the underlying model almost becomes interchangeable infrastructure.
The hard part, I think, is finding those workflows before everyone else does. What kinds of AI businesses or workflows look most defensible to you right now?
@burak_emre_taser honestly the ones I'd bet on are boring - back office workflows nobody brags about at dinner. compliance, reconciliation, internal support tooling. the switching cost there isn't emotional attachment, it's that ripping it out breaks a process five other teams depend on. flashy consumer-facing AI wrappers are the opposite, users churn the moment a better demo shows up. not advice, just what I look for as someone building in this space
@galdayan That makes a lot of sense. The real moat isn’t the AI itself, but the operational dependency built around it. Once a product becomes part of a process that multiple teams rely on, replacing it becomes a business risk rather than just a software decision.
That’s probably a much stronger position than competing on who has the best AI demo.
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@burak_emre_taser To be honest, I would invest in Anthropic too, just because I am their user, so technically, I would be paying myself for using and also investing. :) I would support my investment, and I did the same with Apple :)
I think it depends on whether the company is building a durable business or just riding a wave of excitement.
If companies like OpenAI, Anthropic, or SpaceX eventually become publicly investable, I'd definitely take a closer look. But I'd be paying more attention to fundamentals than brand recognition that is, revenue growth, margins, competitive moat, capital efficiency, and whether the valuation leaves room for long-term returns.
Personally, I'm also interested in companies building the infrastructure behind AI. As demand for AI grows, the businesses enabling it, whether through compute, data, or developer tools could end up being just as compelling as the AI companies themselves.
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@alochukwu Maybe it would be worth having a company in the portfolio that offers more services, with AI as one of them, because their service portfolio can also determine their success.
I've been investing for a year now, I've google, nvidia and more but my favorite so far is:
- nebius group
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@sebxdev I need to google Nebius :)
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@pranay19 I would go into these too. At least Google, NVIDIA, Anthropic.
@busmark_w_nika I said qualcom , becuase i know currently they are the only provider for car infotainment system hardware in all of europe and US , only China has some different providers.
Nvidia has been my favourite for quite some time now!
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@sunny_k_singh It is hard to predict what their future will be like, but they have created a cool position for themselves:
yeah openAI IPO would be huge. I also really like KlingAI, much better than Canva or Invideo.
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@linh_chi_evelyn_phan Will you invest in something?
@busmark_w_nika in Kling AI :) if it ever goes public
Anthropic, for an unglamorous reason: I pay them more every month and it still feels underpriced. Claude Code writes most of my product now, so my bet is less about benchmark charts and more about the boring moat of tools people quietly cannot work without anymore. That would be my filter for any of these IPOs: are the heaviest users raising their own spend voluntarily, without a sales team pushing them? That is the most honest revenue forecast there is.
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@virko_kask I would do the same just to support my investment (also a user of Claude) :)
@busmark_w_nika That is the underrated part of investing in tools you use daily: you can verify your thesis every single morning just by working. :) Has a tool ever earned its way onto your investment radar purely because you could not stop using it?
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@virko_kask I think that it must be a collective using :D But Apple and Google gave me some profits :D
I would invest in Anthropic, NVIDIA and AMD.
However I would also go for Gold and other rare material besides investing in company only.
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@shikha_shandilya I wanted to invest in gold too, but for me, it is not volatile enough :DDDDD
I think people are overestimating model leadership and underestimating workflow ownership. The model that wins today may not be the one that wins in two years, but if a company becomes embedded in how businesses actually operate, switching costs become enormous. I’d probably bet on whoever owns the workflow rather than whoever tops the benchmarks.
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@surabhi_minocha Do you have any examples of companies in mind?
@busmark_w_nika I don’t have a single company in mind as much as a category. I’m looking for companies that own the workflow rather than the model. The best example today is probably enterprise software companies that are becoming AI-native. If customers build their daily operations around your product, the underlying model can evolve over time without breaking that relationship. That’s a much stronger moat than having the best benchmark score for a particular year.
Anthropic, SpaceX, and OpenAI are solid picks — but worth noting none of them are public yet, so "investing" there means secondary markets or waiting for an eventual IPO, not buying stock today.
If we're talking public/accessible options with real long-term potential: Microsoft (deep OpenAI partnership + enterprise AI adoption), TSMC (the entire AI chip supply chain runs through them, regardless of who wins the model race), and Nvidia are the more "obvious but still underpriced relative to trajectory" bets most people point to.
The harder question is picking the picks-and-shovels plays before everyone else does — infrastructure/chip/cloud companies tend to be less hyped than the flashy AI-native names but often have steadier long-term upside.
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@deepanshu_garg9 What about Google? Their Gemini model is doing quite well.
@busmark_w_nika Fair point — Gemini's come a long way, and Google's distribution advantage (Search, Android, Workspace) is arguably underrated compared to how much attention OpenAI/Anthropic get. If you're looking at "underpriced relative to trajectory," Alphabet's actually a reasonable pick precisely because the market still prices them behind on AI despite owning the infrastructure and consumer reach to make Gemini sticky over time.